This article will show how to configure and select Dues Add-Ons for dues items defined in Dues Definition Listing. Dues Add-Ons can be anything from donations, product sales, event sales, late fees and other types of dues. 


Required Access:

You will need the Dues Administrator or Administrator administrative access level.


Where to Go:

  • From the Member Portal, go to Admin > Member Management 
  • Go to Dues Management
     

Steps to be Taken:

  1. On this page, you will see a list of all the dues items under Dues Definition Listing.  Go to the Dues Add-Ons tab.
  2. Click on the add icon or plus sign to create a new dues add-on.
  3. On this popup, you will see the following options:
    • Name - the name of the add-on such as Additional JL Donation
    • Amount - the total Price of the add-on.
    • Accounting Reference - select a code that was defined in Accounting Reference Configuration.
    • Add to Dues Fulfillments - IGNORE - this feature will be retired
    • Required - setting this to Yes will make this add-on required.  A member will not be able to de-select the add-on when paying dues, and it will automatically be added to her total dues amount. 
    • Add-On Type 
      • Single Item - any item that has a fixed fee
      • Item with Quantity option - items that can be be purchased with a Quantity option e.g. T-shirts
      • Fixed Donation - a donation amount that is a fixed total amount, e.g. a Mission Fund Donation for $100
      • Open Donation - a donation with an open amount where a Member can specify the total amount to donate
    • Description - specify a description for your Dues Add-Ons, which will appear when a Member pays their dues 
    • Exclude Access Groups - (Optional) if you would like to exclude certain Members from seeing the add-on when they pay dues, choose an access group here. This can also be used for any waived access groups.
  4. Click on Submit to save your changes.
  5. Once you're done defining all your add-ons, you can enable them for each dues option in the Dues Definition Listing page. See Enabling Dues Add-Ons

Archiving Dues Add-Ons

  1. To archive a Dues Add-Ons, find the item you would like to remove, and click the 'X' icon under Actions.
     
  2. To see archived items, select the eye icon on the upper right menu.
  3. To restore an item, click on the eye icon again, which will include all the archived add-ons.
  4. Find the add-on you would like to restore and under Actions, click on the restore icon.