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Create Membership Billing Cycle

🚀 Quickstart​

  1. Create a new Campaign and define its time range, type, and description
  2. Add charge templates for Membership, Security, and Building fees
  3. Open the Membership Billing Wizard from an account
  4. Set custom amounts and date ranges, then confirm billing

Create Membership Billing Cycle

This guide walks you through creating a new membership billing cycle, including campaign setup, charge templates, and billing wizard configuration.

Prerequisites​

  • Access to Financial Objects and Mass Billing Wizard
  • Permission to manage Campaigns and GAU Allocations
  • Knowledge of applicable GAUs (General Accounting Units)

Steps​

1. Create a New Campaign for the Billing Cycle​

  1. Click Campaigns
  2. Create a new campaign
  3. Set Campaign Name to reflect the upcoming membership year (e.g., 2025-2026)
  4. Set Status to Planned
  5. Set Start Date and End Date to match the billing cycle (e.g., July 1 to June 30)
  6. Set Type to Membership
  7. Add a Description (e.g., Membership Billing for Upcoming Fiscal Year)
  8. Save

2. Add Charge Templates (GAU Allocations)​

Repeat the steps below for each type of charge included in the billing cycle:

Membership Dues​

  1. Open Charge Templates
  2. Set GAU to the corresponding fiscal year
  3. Set Name to reflect the current cycle (e.g., Membership Dues)
  4. Description: Enter a clear label (e.g., Standard Membership Fee)
  5. Amount: Enter the full dues amount
  6. Save

Security Fees​

  1. Add new charge template
  2. Name: Security
  3. Description: Security Fees for Current Cycle
  4. Amount: Enter applicable security fee
  5. Save

Building Fee​

  1. Add new charge template
  2. Name: Building Fee
  3. Description: Building Fee for Current Cycle
  4. Amount: Enter applicable building fee
  5. Save

3. Use the Membership Billing Wizard​

  1. Open a member Account that you want to bill
  2. Click Membership Billing Wizard
  3. Select the appropriate fiscal year for billing
  4. Click Next

4. Set Billing Details​

  1. Enter a Custom Amount, use Default, Bill an Amount Based on Last Year, or Bill an Preset Amount Base don the Account
  2. Click Next
  3. Set Membership Start Date (e.g., July 1 of the current year)
  4. Set Membership End Date (e.g., June 30 of the next year)
  5. Confirm and click Next

5. Confirm Billing Plan​

  1. Click Confirm All
  2. Choose the appropriate billing plan (e.g., Monthly, Annual, or custom)
  3. Click Confirm and Proceed

6. Review Invoices​

  1. Open Membership Details from the Account
  2. Review generated Draft Invoices
  3. Validate line items and totals, and finalize as needed

Troubleshooting​

  • If custom amounts don’t save, verify field permissions
  • If no billing plan appears, confirm campaign dates and type
  • Use browser refresh or relaunch the wizard if needed