Member Types, Dues and Renewals
Set up member types, configure dues, and manage renewals.
By Jenn and 7 others8 authors39 articles
- Overview of Member Type Categories
- Create a New Member Type
- Member Type Settings
- Require Approval for New Memberships
- Enable and Edit the Pending Membership and New Member Welcome Emails
- Member Benefits Flow
- Defining "New Member" vs "Existing Member"
- Multi-Year Initial Terms
- Default Billable Party for Dues
- Adjusting Calendar Renewal Expiration Dates
- Setting Up Dues Rules
- Draft Dues Rules
- Connecting Dues Rules to QuickBooks Items and Marking as Active
- Transaction Dates & Payment Terms on Dues Invoices
- Tips for Collecting On & Handling Open Dues Invoices
- Optional Dues Rules & Product Add-Ons for Dues Invoices
- Allow Members to Remove Optional Dues Items
- How to Email Dues Invoices from Novi AMS
- Recalculate and Update Open Dues Invoice
- Create a Manual Dues Invoice
- Update Dues Rules for Next Membership Term
- Unpaid Dues and Member Benefits
- How to Automatically Drop Members (Non-Renew & Credit)
- How to Manually Drop Members (Non-Renew & Credit)
- Find a List of Dropped Members
- Reinstatement Fees
- Deep Dive: Understanding Member Expiration Dates & Outstanding Dues Invoices
- Create a Month-to-Month Membership Option for Members
- Member Types that Limit Company Member Benefits to Certain Individual Members
- Company Membership with Seat-Based Dues: Admin Workflow on the Backend
- Grant Member Benefits to Association Staff & Other Partners Not Expected to Pay Dues
- Advanced: Create Free Memberships that Auto-Renew Indefinitely