Interested in a refresher on how to clone and update your dues for the new year? Check out the recording of our 2019 session!
Check out the recording from the 4th annual RAMCO Dues Setup Boot Camp!
The new version shows how to add a check into your workflow so the reminder will not go to someone who has cancelled their registration
Now that we've added in the final setup pieces for payment plans and early-bird dues, we've recorded a new set of tutorials on dues creation
Our annual dues training on July 15th is recorded and material archived in this post
Dues Proration records are used to define the proration schedule for the selected product for new members. The system will automatically generate the Dues Proration records for a Dues Product with a Daily, Weekly, Monthly, or Quarterly pricing strategy. Dues Proration records must be manually created for a Dues Product with a tabular or custom pricing strategy. Dues Proration records should never be created for a Dues Product with pricing strategy of None
Dues Cycles and its child entities are used to define the rules for membership and members. A Dues Cycle is typically the amount of time for which you invoice members, (e.g. If your membership runs for one year and follows a calendar year you would set up a new Dues Cycle for each calendar year.) You will most likely set up a dues cycle only once unless you have dramatic changes in your rules for membership or billing periods
Dues Schedules are used to define the individuals and/or organizations that are eligible to pay dues. There should be one Dues Schedule for each member type. You may still allow for multiple Dues Options within the Dues Schedule. Dues Options allow for greater pricing and timing flexibility
Dues Options are designed to allow for you to give your members options when to renew their association dues. An example of this might be to allow a member to pay their dues for two years rather than for one. Each Dues Schedule must have at least one Dues Option which is marked as the default. However, you are welcome to have as many Dues Options as you would like for your members to select between when renewing through the Portal
Dues Products act as a link between Dues Options and Products in the Product Catalog. There may be multiple Dues Products for any given Dues Option so that you may easily divide the funds which your association receives according to the amounts of the various Dues Products