The Junior League

A Dues Definition defines a dues option that will be offered to members when she pays her dues.  The Dues Definition defines the base dues amount, and payment type (single payment, payment plan, recurring).  One or more Dues Definitions should be defined for each dues amount category (i.e. members that are charged a specific dues amount), and payment type being offered.   Note, a single Dues Definition can be assigned to multiple statuses.  

Here is an example for a League which charges $150 for active dues, $175 for new members, $100 for sustainers, and $75 for sustainers 65 plus.  The League is also offering payment plans for actives and new members, and autorenew for sustainers (Autorenew will charge the member's credit card automatically each year for the dues amount).  Each row in this table represents a separate Dues Definition.  Note, the amount is the base dues amount, not including add-ons.  Add-ons are configured separately.  

Required Access:

You will need Dues Administrator or Administrator administrative access level.

Where to Go:

To get to Dues Setup, follow these steps:

• From the Member Portal, click on Admin > Member Management
• Select Dues Management
  

Creating a Dues Definition:

• Click the plus sign on the right side of the page.
  
• Enter a descriptive Dues Name e.g. Active Dues.
  
• Enter a Dues Description (optional) describing the dues definition.
  
• Enter the amount of the dues to be paid into the Amount field.  This amount should reflect the base dues amount NOT including any add-ons (required or optional).  Dues add-ons are configured separately.
  
• Enter an Accounting Reference into the Accounting Reference field.  This reference will be included in dues reports.  Account references are configured in the Accounting Reference Configuration too. 
• Enter a Sort Number to indicate where in the list of dues options displayed to the member this dues definition will appear.
• If you would like a confirmation email to be sent to the member, section the Confirmation Email to Use.
  
  
  
• In the Payment Type dropdown, choose the following option:
  1. Single Payment - The member will pay dues with a single payment.
  2. Payment Plan - The member will pay dues in multiple equal payment installments.  The member's credit card will automatically be charged according to the schedule defined in the payment plan. 
     
      
     
     • Select a frequency from the Frequency for Payment Plan dropdown. This determines the frequency at which installment payments will be made (Yearly, Monthly, Weekly, Daily).
     • Indicate the number of payments in the Max Number of Payments field. This will determine the number of payment installments for the plan.  
     • Use the Frequency Interval for Payment Plan field to define the time interval between payment installments, according to the frequency selected in Frequency for Payment Plan.  For example, if you selected Monthly for the Frequency for Payment Plan, and enter 2 in the Frequency Interval for Payment Plan field, the member's credit card will be charged every 2 months, until the Max Number of Payments has been reached.   
       
       Examples:
       

       Frequency	Max Number of Payments	Frequency Interval
       Monthly	4	3	Dues will be paid in 4 installments.  Each installment will be charged every 3 months
       Monthly	6	1	Dues will be paid in 6 installments.  Each installment will be charged every month.
       Weekly	10	3	Dues will be paid in 10 installments.  Each installment will be charged every 3 weeks.

       
       
  3. Recurring - With a Recurring payment type, also referred to as auto-renewal, the member can choose to automatically charge her credit card the full amount of dues at some frequency.  For Junior Leagues, this would most often be used to offer members the ability to pay their dues automatically each year. 
     
      

• Select a frequency from the Renew Frequency for Auto-renew dropdown. This determines the frequency at which the member will be charged for the full amount of dues.  For Junior Leagues, this will usually be set to Yearly.
• Enter a number into the Renew Frequency Interval dropdown to set the time interval between dues payment, according to the frequency selected in Renew Frequency for Auto-renew. For example, if Renew Frequency for Auto-renew is set to Yearly and 1 is entered for Renew Frequency Interval, the member's credit card will automatically be charged the full amount of dues, once a year, starting on the day the member submitted the first recurring payment, and on that day for subsequent one year intervals. 
  
  
  

IMPORTANT

• If you would like to offer a particular dues option, e.g. Active Dues + $50 Donation, as both a single payment, and as a payment plan, you must create two Dues Definitions, one for each payment type. Create the Dues Definition for single payment, and then click the Copy iconto make a copy of the Dues Definition. Edit the copy and change the Name and Description (if needed), and the Payment Type, and related settings.
  
• Make sure the setting Set Dues Period Span is set to the League year for which you are collecting dues. When you change the setting to a new year, existing Dues Definitions will be copied to that year.  If you change the setting to an upcoming year, you will no longer be able to use Dues Management to collect dues for the current year.  If you need to collect any left over payments for the current year, you can setup a payment page using the Simple Store. 

Archiving Dues:

• To archive dues, click on the 'X' icon next to the dues definition
  
• To see all of your dues, including archived dues, click on the eye or Include Archived icon.
• To restore a dues definition that has been archived, click on the refresh or restore icon.