Ability to join next period of membership and pay for it instead of pro-rating the fee of current period
Our mob teaches seniors to seniors.
We have 4 calendar terms.
Renewing members are invoiced $27 every 3 months 28 days prior to end off term … with 14 day reminders et al.
New members are invoiced on a prorated basis $9, $18 or $27 depending upon which month of the term they join.
Still with me??? Deep breath now ….
1) Any new member who wants to join at the start of the NEXT term, which is normal
for anyone who enquires toward the end of a term cannot be invoiced until the start of that NEXT term.
If they are entered in the system PRIOR to the start of the next term, they cop a prorated invoice for the last month(s) of the current term
So we don’t join them up & invoice them until beginning of term … and have to manually record the details until is time to join them up, Then they start day one of new term and don’t get an invoice to pay for a couple of days … more stuffing around for us. The System sends them out fast enough, but the delays happen in us getting the manual invoices done ASAP, and then the old folk not opening their emails in a timely manner et al.
Sooooo what I’d like is the ability to join up new members & issue an invoice in the previous term which I forward date to apply ONLY to the new term … predate the invoice so to speak.
I’ve tried to pre date one, but it still prorates the invoice
Our membership pro-rates throughout the year with all memberships renewing on April 1st for a 1 year term. As it pro rates, it makes more since for someone to join in the next month instead of paying the current moths amount if the date is from the 25th on. I would like for them to be able to select a "start membership date" and chose the month or even date they enroll.
Manly Pals commented
Some further clarification to the above ....
I’m happy to have prorated invoices issued month 1, 2 or 3 of the term if a member is joining and starting in that term.
1) If a member joins within 28 days of the end of of a term, they are within the window where existing members 1st renewal reminder emails
and new term invoices are issued. The new member who has just joined will be up for renewal the 1st day of the next term, but is excluded from receiving any
reminder emails or system issued invoice for their renewal … all has to be manually done for the new members.
2) If a new member fronts up toward the very end of the term, it is usual for them to not be started until the 1st day new term. They cannot be joined
using the “Join me” or manually coz the invoice generated will prorate them for the remaining days of the current her,
Thanks for the great support … nice to know stuff doesn’t disappear into the great black hole when it’s submitted to you. Mightn’t get fixed in the short term,
but at least one knows it has been read!