Add a Dues Type and Dues Details


(We recommend reading "Dues Management: Getting Started" for preliminary information on dues management before continuing below.)

Add a Dues Type

To add a dues type, go to Dues Management > Dues Types.

  1. Select the green "Add Record" button (top-left corner of the table) to create and set preferences for a new dues type. A form window will open.

  2. Enter a Dues Name.

  3. Choose the Dues Type from the drop-down menu—either "Individual" or "Organization." 
  • The "Individual" dues type has a set paid-thru date specific to each contact.
  • The "Organization" dues type has a paid-thru date with an Assigned Dues Contact for the organization; the Paid-Thru date is permeated for all individuals in an organization.

  1. Enter a number into the Display Order field.
  • This will determine where this dues type will show in the main table.

  1. Choose the Dues Method from the drop-down menu—"Flat Rate Dues" or "Range/Quantity Based Dues."
  • Choose "Flat Rate Dues" when there is a single price per member type. Examples:
    • Any member with a “Student” membership is charged a membership fee of $50.
    • Any member with an “Emeritus” membership is charged a membership fee of $250.
  • Choose "Range/Quantity Based Dues" to set up pricing tiers based on a numerical value. Examples:
    • In a simple tier system, a "Producer” membership has a custom field to identify the membership tier (1, 2, 3), each of which has a corresponding pricing rule.
    • An “Organization” member type charges based on the number of pounds of product they sell. Dues are determined by a custom numeric field called “Pounds of Product,” which has adjustable ranges based on the number of pounds sold.

  1. Choose the Credit Card Processing Account from the drop-down menu—either "Primary Credit Card Account" or "Alternative Credit Card Account."
  • This can be updated under Financial Information > Credit Card Settings.

  1. If applicable, check the box for Allow Affiliated Organization Rollup For Organization - Range/Quantity Based Dues.

  2. Enter a brief Description of the dues type.
  • If this field is left blank, the system will automatically list the dates through which the membership is active as a line item on your dues invoices. (Read "Change Line Item on Invoice" for further information.)

  1. Select Add Dues Type to save your changes.

Once the new dues type is created, set up the dues details.


Add Dues Details

To add dues details to an existing dues type, go to Dues Management > Dues Types.

  1. Click the pencil icon next to the dues type to be edited.

  2. Select the Dues Details tab, next to General Information.

  3. Enter the dues information into the necessary form fields.