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Prorating Membership Plans

This guide will show how to prorate your membership plans using our new prorate feature.

Administration

Click on Administration

Membership Plans

Click on Membership Plans

Add/Update Membership Plan

Create a new Membership Plan or choose an existing one to Edit by clicking the pencil icon next to it, then click on the Prorate tab

For more information on Membership Plans see How to Set up Membership Plans

Prorate

1. None - Proration is not allowed on this membership plan. (Note: This is the default option)

2. Prorate Until the First Day of the Next Month and Then:

  • Extend the contract's last term until a full billing Month is created
    • If the last month is not a full month, this option will extend the last month to accommodate the total number of times set for the membership plan
      • i.e. if the number of times is set to 12, the contract will have 1 prorated month and 12 full months
  • Remove the last term that is not a full billing Month
    • If the last month is not a full month, choosing this option will remove the last billing month
      • i.e. if the number of times is set to 12, the contract will have 1 prorated month and 11 full months
  • Prorate the final term
    • In addition to prorating the initial month, this option will also prorate the end of the month
      • i.e. If a contract starts May 11th, 2015 and is set to bill for 12 months, with this option it will expire May 10th, 2016. Meaning, the final term will be prorated from May 1st, 2016 to May 10th, 2016

3. Custom

  • Allow User To Select Prorate Type
    • The user will select which Prorate option at the time of the contract sale.

4. Click Add Membership Plan if it's a new one or Update a Membership Plan if it's an already existing one.

Selling a Membership Contract

Selling a Membership Contract

When selling a Membership Plan that has the Custom - Allow User To Select Prorate Type option:

1. Check the box to Prorate this membership

2. Select the Prorate option

For more information on Selling Memberships please see How to Sell a Membership Contract

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