This article will show you how to enable dues add-ons. Dues add-ons are enabled per Dues Definition. When a member selects a dues option corresponding to a dues definition, she will then be offered the dues add-ons enabled for that definition.
Required Access:
You will need the Dues Administrator or Administrator access level.
Where to Go:
- From the Member Portal, go to Admin > Member Management
- Go to Dues Management
Steps to be Taken:
- On the Dues Definition Listing page, you will see all the dues definitions.
- Find the one for which you would like to enable add-ons.
- Next to the name of the dues item, look for the new Dues Add-On column and click on the number '0'.
- This will display all the available dues add-ons. Fron this screen you can enable the dues add-on for the selected dues definition, and also set a date that dues add-on will become available.
- To enable the dues add-on for the selected dues definition, click on the icon under the Actions column. There will be two options:
- Start Date - date when the add-on will be available. If you set a date here, this is the date the add-on will be made available. This can be used for late fees.
- Enable Add-On - setting this to Yes will make the add-on available when the dues definition is selected
- If you are enabling an add-on for a payment plan, the installments will be automatically allocated for each payment. Note, depending on the total of the dues add-on, the installments may not be equal amounts. You also have the option to customize the amount collected for the add-on per installment.
- For example, if a dues add-on is enabled for a Payment Plan of 3 installments, and the amount of the dues add-on is $30, the allocation for each payment will be set to $10. You can enter custom amounts for Payment 1, Payment 2 and Payment 3, as long as they total $30.
- For example, if a dues add-on is enabled for a Payment Plan of 3 installments, and the amount of the dues add-on is $30, the allocation for each payment will be set to $10. You can enter custom amounts for Payment 1, Payment 2 and Payment 3, as long as they total $30.
- Submit your changes. Take note, the configuration will only save if the installments equals the price of the add-on.
- Repeat steps 5-7 for all the add-ons you want to include for the dues definition.
Paying for Dues Add-Ons
- After you have enabled all your dues add-ons and are ready to start collecting dues, you can copy the link from the View Stripe Dues Payment Landing Page on the bottom of Dues Definition Listing.
- Paste this link under Quick Links, News Items or an email blast.
- When a Member pays their dues online and selects a dues item, the required and optional add-ons will be available.
Take note, if you are an Admin impersonating a Member, you will have the option to uncheck Required Add-Ons.