This guide will show you how to Prorate your Membership Plans.
Administration
Click on Administration
Membership Plans
Locate the Memberships section and select Membership Plans.
Adding/Updating a Membership Plan with Prorate option
- Click on the pencil icon to prorate an existing membership plan. Please note If membership plan does not exist you will have to create the plan before you can prorate.
- Then click on the Prorate tab.
Prorate options
1. None: Prorating is not allowed on this membership plan and 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 in the membership plan.
- 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.
- Prorate the final term: In addition to prorating the initial month, this option will also prorate the end of the month.
3. Custom
- Allow User To Select Prorate Type: At the sale of the membership, the user will be given the prorate option above to choose from.
4. Click Add Membership Plan if it's a new membership plan or you will be given the option to select Update a Membership Plan if you are editing an existing membership plan.
Selling a Membership Contract with Prorate enabled
When selling a membership plan that has the Custom - Allow User To Select Prorate Type option:
- Check the box to Prorate this membership. This box must be checked every time a contract is going to be prorated.
*** In the example below, there is no default prorate option. A default prorate option would look like the following:
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