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
One of the most popular questions we receive at this time of the year is for assistance with setting up application fees for the new year
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
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
Take a look through this community thread that explains where to update your App Fees for the new year
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
A pre-release version of RAMCO R3.1 system is available as a sandbox system for anyone to login and preview. See this thread in the community for more information
You asked for more help creating workflows, and here it is. Take a look in the Implementation and Training community for more
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
There are some scenarios where you can't use the dues billing tools to charge for services
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