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Prorate Memberships
Prorate Memberships

Keep All Members on the Same Billing Cycle

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Enable the prorated fees feature at the membership type level.

  • Use Cases: System users can simplify billing and accounting by prorating the first payment after signing up a new member. This means all members pay dues on the first of each month (or the same month for annual plans) instead of having due dates throughout the entire month.


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click MEMBERSHIPS. A new page displays.

  3. Select a membership type (Individual or Family) and click the pencil icon.

On the next page, click the Membership Price tab.

Scroll down to the Prorate Membership on Member Portal heading. Check the box to enable prorated fees. Monthly fees are automatically prorated so that the billing cycle starts on the first of the month.

If the membership fee has an annual option, CourtReserve displays a Yearly Frequency field. Click the field and select a month to start the billing cycle.

After saving the changes, CourtReserve displays an icon on the Memberships table. The circular icon indicates membership types with prorated fees.

What's next?

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