Prorating Membership Plans in EZFacility Classic

This guide will show you how to Prorate your Membership Plans.


Click on Administration.

**Trainer Tip: Use the left navigation sidebar to quickly access Membership settings. 


Membership Plans

Locate the Memberships section and select Membership Plans.

Adding/Updating a Membership Plan with Prorate option

  1. Click on the pencil icon to prorate an existing membership plan.  ** If membership plan does not exist you will have to create the plan before you can prorate.
  2. 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

Selling a Membership Contract

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.  

**Trainer Tip: In the example above, there is no default prorate option. A default prorate option would look like the following: 

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