Half year application fee
Not sure how this can be done. Our social club year runs April 1st-March 31st. Members joining between January 1st and March 31st pay a half year fee.
Is it possible to set up a defined $x fee (not pro-rated, a fixed fee) for the period of January 1st March 31st? At this point, members joining in today have an outstanding balance of $2x, a full year fee.
Thanks a lot,
Evgeny Zaritovskiy commented
My comment is simple - we do not support described scenario (when a reduced but fixed portion of regular level price is taken after some time of renewal period start). We use monthly or daily prorate instead. So, system needs changes to make this work.
Suggested workaround with discounts for new application is quite good and would work well for new applications - unfortunately, this will not work for subsequent renewals (current prorate setup works only for new applications).
I moved the thread into wishlist forum, let's see other comments. This is not something we will do quickly.
Fluid Apricot commented
I think using a discount coupon is the best and most straightforward way of doing this, everything is automated and there is no manual intervention is required. The problem with tinkering with membership level fee is you then have to worry about people renewing while the fee is lowered (members can renew at any time) and also remember to change the fee back etc.
I'm using the free trial to evaluate WA for our organization and have the exact same issue. All memberships renew at the same time. Members who join during months 1-5 pay 100% of the regular amount, during months 6-11 they pay 50% of the regular amount, and if they join in the final month, they pay 100% of the regular amount but their initial membership is good for the next full year. I was thinking there were two possible ways to approach this.
First approach is at the beginning of month 6, go into the membership level settings and reduce all the membership fees by half. At the beginning of month 12, go into the membership level settings and change the membership fees back to the full amount. Since I have checked the box for "charge full regular fee AND extend renewal by one additional period", members joining in month 12 will pay the full amount but their membership would be good for 13 months. The problem I see with that approach, is that it might mess up what fee gets charged at the next renewal. I guess as long as the full membership fee is set when the renewal period begins (at the start of month 12), someone who paid the half price for joining in the second half of the membership cycle, would be charged the full amount when they renew (as opposed to paying half price again).
Second approach is to establish a 50% discount coupon that is only valid between the start of month 6 and the end of month 11. We'd have to make it clear in the description at the top of the membership page, that people joining during months 6-11 can enter a discount code (e.g., MIDYEAR) if they want to pay half price. That does seem sort of "kludgy"; but on the other hand, since we're a 501(c)(3) non-profit and membership fees are tax deductible to the extent allowed by law, it can be up to the new member if they want to waive the discount and take a larger deduction.
I haven't decided which of those approaches to use, but it would be good to know what the WA technical folks have to recommend.