Prorating Membership Dues

If a member decides to join an association in the middle of the year, the membership dues can be prorated so that the member pays only for a portion of the year. The ability to prorate dues is set up when the Membership Dues Package is set up.

Note: Only calendar-based dues can be prorated. Anniversary-based dues cannot be prorated.

To prorate calendar-based membership dues:

1. In the Add Association Dues Package window, select the prorated check box.
2. Select whether to prorate by month or quarter.
3. Select the start period (month 1, quarter 1, etc., ).
4. Select the prorate in first year check box to prorate revenue in the first year. Otherwise, the revenue will be prorated in the second year, after revenue is recognized.
5. Enter start and end dates (the dates this membership price is valid).
6. Click Save.