Using the Using the Dues Calculator
Remembering the appropriate member dues payments for everyone can be difficult, especially when people may decide to join the organization at odd times of the year. The Dues Calculator will determine the correct dues amount for you for any status joining at any month of the year, based on dues amounts you have defined for the status.
Note: The Dues Calculator is designed for simple monthly proration, and assumes the yearly dues amount has been entered for the appropriate status code. Your organization's dues system may be too complex for the Dues Calculator to handle. See Maintaining Status Codes for information about setting the yearly dues amounts.
Using the Dues Calculator
|1||The calculator can be accessed in two ways:|
|•||When adding or editing a Dues payment via the Dues tab of a membership record.|
|•||By choosing Tools > Dues Calculator.|
|2||The calculator is divided into two sections, Criteria and Results. The Criteria section enables you to choose the options that determine what will be calculated. The following fields are available:|
Status - Choose the being purchased; only status codes with a Yearly Dues amount defined are available (if there is no yearly dues amount, there is nothing to use for calculations). Choosing the status tells the system which amount to use for the calculator. Once the status is selected, the yearly dues amount will be displayed in the Yearly Dues field, and any custom proration amount will be displayed in the "Prorating" area.
Use Application Fee - If an application fee has been setup in Financial Preferences, it is displayed next to the checkbox. Select this option to include the application fee in the total.
The following options enable you to control how the yearly dues amount is prorated. The setting is defaulted to the setting on the status code (i.e., if the status is setup to prorate by day, then the Prorate by Day option will be selected automatically):
Type - Select the type of prorating to apply
Prorate by Month / Effective Month - Select these options to prorate the yearly dues by month. The Effective Month setting determines the month prior to which dues will be waived. Dues will be prorated from the beginning of the year, which is the "Year Begin Date" set in preferences.
Prorate by Day / Effective Date - Select these options to prorate the yearly dues by day. The Effective Date setting determines the date prior to which dues will be waived. Dues will be prorated from the beginning of the year, which is the "Year Begin Date" set in preferences.
When you have select all desired options, click Calculate. The appropriate payment appears in the Results section.
|3||If you would like to copy the total amount to the clipboard, click Copy.|
|4||If you opened the calculator from the Post Dues window, a "Use" button will be available. Click "Use" to paste the dues total into the amount field of the current dues entry.|