Home

Download this help site
(PDF 80MB)

Download

Prorating membership dues for new applications

For membership levels that use a specific renewal date – rather than the join date – you can  prorate  or adjust the membership fee when members join part-way through the membership period. Instead of charging members the full membership fee for an abbreviated membership period, you can charge a reduced fee, or charge the full fee and extend the membership into the next renewal period.

For example, if your annual membership fee is $120 and your memberships renew on January 1st, and someone joins on June 10th, Wild Apricot can automatically adjust their membership fee to $70. Alternately, you choose to charge the full fee and extend the membership through to the end of the next year. 

You can also choose whether to prorate extra membership costs.

Applying prorating to membership levels

Automatic prorating can be applied to any membership level that uses a specific date for their  Renewal period  and does not have recurring payments enabled.

 Read more/less

To active prorating for a membership level, click the New applications tab within the membership level details.

The following prorating options are available:

  • Automatically prorate fee/selected costs - (round up to nearest day/month) – Define when membership application fees should begin being prorated. This can be set using either days or months for annual renewals, and just days for monthly renewals. For example, if you enable this option and set it to 7 months, and your membership period begins on January 1st, then applications received beginning on June 1st – 7 months before January 1 – will be prorated. Applications received between January 1 and June 1st will not be pro-rated.
  • Charge full regular fee AND extend renewal by one additional period – Any application submitted in this time frame will pay the full membership fee, but they will not have to renew their membership until the next period after the current one. You can set this time frame using either days or months for annual renewals, and just days for monthly renewals. For example, if you enable this option and set it to 30 days, and your membership period begins on January 1st, then applications received beginning on December 1st – 30 days before January 1 – will be charged the full membership fee but extended to the end of the following year. Applications received between January 1st and December 1st will not be extended.

Prorating examples

Here are a couple of examples to help explain how the prorating settings work.

 Automatically prorate fees
Membership level detailsApplication dateNext renewal dateCalculation
  • Renewal period: Annual, Specific date: July 1st
  • Membership fee: $120
January 1st, 2015 July 1st, 2016$120/12 x 6=$60
  • Renewal period: Every 3 years, Specific date: July 1st
  • Membership fee: $360
January 1st, 2015 July 1st, 2018$360/36 x 30=$300
 Charge full fee and extend renewal

Assumption: application has been submitted within the specified date window before the renewal date.

Membership level detailsApplication dateNormal renewal dateExtended renewal date
  • Renewal period: Annual, Specific date: July 1st
January 1st, 2015July 1st, 2016July 1st, 2017
  • Renewal period: Every 3 years, Specific date: July 1st
January 1st, 2015July 1st, 2018July 1st, 2021

Prorating extra cost fields

For each  extra membership cost field , you can define whether it should be prorated as well.

 Read more/less

For example, if new members can get a branded t-shirt with their membership, you probably wouldn't want to pro-rate that cost, since they'd get the t-shirt whether their first membership period is full 12 months or just 7 months. On the other hand, if you use an extra cost field for monthly newsletters, you might want to prorate the fee.

Prorating on the membership application form

When applying for a membership level whose fee or extra cost is being prorated, the applicant is notified of the prorated cost when selecting their level, as well as on each screen of the application process.

 Read more/less

Prorating on invoices and receipts

Application fees and costs which have been prorated are shown on the invoice.

 Read more/less

There will be a line which details the full fee or extra cost, and then a line where this is prorated via a discount.

Icon

There is an outside chance that the prorating might lead to a fee that is zero, or so close to it as to essentially be free. Please note that to avoid this and the complications that can arise from it, all prorated amounts are always rounded up to 0.01.

Manually adding a member to a prorated level

If a membership level has a prorating period set up and the administrator either:

  • Creates a member for that level, or
  • Changes a member's membership level and sets their status to Pending-New

The following will happen:

  1. The application will be pro-rated according to the rules that have been defined (but selected extra charges will not be pro-rated).
  2. There will be no "Prorated" label applied to this transaction on the Transaction list.

The Charge full regular fee AND extend renewal by one additional period setting will work as described if the renewal date is left empty. After changing status from Pending-New to Active renewal date will be set to the next period.

On this page: 

 
Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7