Overview
Third-party membership billing allows an organization (such as an employer, sponsor, or corporate partner) to subsidize membership dues for members. This setup includes:
Creating or updating an organization
Configuring a membership discount with subsidy amounts
Applying discounts to membership units
Generating invoices for subsidized dues
Recording and applying organization payments
Create or Update an Organization
Before configuring third-party billing, ensure the sponsoring organization exists in the system.
Navigate to: Association > Organizations
To Create a New Organization
Select + Add New Organization.
Enter:
Organization Name
Status
Description
Configure subsidy settings:
Can Subsidize Invoiced Dues = Yes (for program subsidies)
Allow Subsidize on Membership Discount = Yes (for membership subsidies)
Enter the organization’s contact information.
If an email address is provided, invoices can be emailed directly to the organization.
Note: The organization must be configured for subsidies before it can be selected within membership discounts.
Create a Membership Discount
Membership discounts determine how much is discounted for the member and how much is billed to the sponsoring organization.
Navigate to: Membership > Discounts
Select + Add Discount.
Complete the required fields.
Setting | Description |
Name | Display name of the discount (typically the organization name). |
Category | Groups discounts together for reporting purposes. |
Status | Controls whether the discount can be applied to new memberships. |
Level | Restricts which staff members can apply the discount. |
Start/End Date | Optional date range when the discount can be used. |
Auto Remove Discount | Automatically removes the discount after a specified period. |
Allow with Promo Code | Allows members to enter a promo code online to receive the discount. |
Subsidy | Associates the discount with a sponsoring organization. |
Applicable Membership Types | Defines which membership types qualify for the discount. |
Configure Discount Amounts
Under the Money, Money, Money section, configure how the discount should apply.
Option | Description |
Join | Reduces the membership join fee. |
Recurring | Reduces recurring dues that will not be collected from either the member or sponsor. |
Subsidy | Amount that will be invoiced to the sponsoring organization. |
Program | Automatically discounts eligible program registrations. |
Additional Actions
Save — Applies changes to future transactions.
Process Changes — Updates existing memberships already using the discount.
Specific Discount Adjustments
Use Specific Discount Adjustments when discount amounts vary by membership type.
Example:
Individual Membership: $5 subsidy
Family Membership: $10 subsidy
Note: Values entered here override the standard discount settings.
Apply the Discount to a Membership
New Membership Units
When creating a new membership:
Proceed to the Promo/Discount Code page.
Select + Add Discounts.
Search for the appropriate discount.
Select the arrow beside the discount to add it to the membership.
Existing Membership Units
To add or remove a discount from an existing membership:
Navigate to: Unit Actions > Edit Membership > Unit Discounts
To Add a Discount
Select + Add.
Choose the appropriate discount.
Save your changes.
To Remove a Discount
Locate the existing discount.
Select the Trash Can icon.
Save your changes.
Generate and Send Membership Subsidy Invoices
When a discount includes a subsidy amount, the system automatically invoices the sponsoring organization based on the membership billing schedule.
Navigate to: Association > Organizations
Open the organization record.
Select Membership/Other Subsidies.
Select:
Date Range
Branch (or All Branches)
Select Go.
Available Actions
Print Balance — Generate an invoice.
Email Invoice — Available when the organization has an email address on file.
Record a Payment from an Organization
Before applying a payment toward subsidized dues, a credit must first be added to the organization.
Navigate to: Association > Organizations
Select the warning message on the subsidy page, or
Open the Invoices tab.
Add a Credit
Select + Add Fee/Credit.
Choose Add Credit.
Enter:
Payment Amount
Description or Notes
Select Save.
Record the payment method.
The credit is now available to apply against outstanding subsidized membership dues.
Apply Credits to Subsidized Dues
Return to the organization record.
Open Membership/Other Subsidies.
Review available balances and credits.
Payment Options
Apply All: Applies available credit to all outstanding subsidized balances.
Partial Payment: Enter individual payment amounts beside each member balance.
Additional Actions
Action | Description |
Move Balance to Member | Transfers responsibility back to the member. |
Cancel Balance | Writes off the balance so neither the member nor organization owes payment. |
Discount Balance | Applies a discount to the selected dues |
Finalize Changes
Select Submit to process payments or adjustments.
Select Continue to review affected balances.
Choose the balances to update.
Use the adjustment dropdown to select one of the following:
Option | Description |
Adjust Difference to Member | Writes off the balance and records the adjustment on the member account. |
Transfer Difference to Member | Moves the balance back to the member for payment responsibility. |
Once completed, the selected changes will be processed and reflected on the appropriate accounts.
Summary
Configure a sponsoring organization, create a membership discount with subsidy amounts, apply the discount to memberships, generate invoices for subsidized dues, and record organization payments to manage third-party membership billing.