Pro-rate a membership for a member
A.) Pro-rate a membership for a member
1.) Log into your backend system and navigate to “Memberships” -> “Manage Members.”
2.) Scroll to your member and then click on the second “Add membership” icon:
3.) This will open up the class membership signup page. Click on the top right hand corner (user icon with “gear”). This is the extra options for pro-rate and charge later settings:
4.) The in-page dialog will appear with a dropdown:
5.) The “mickey mouse” appearance dialog has a dragg-able corner. Drag this to the side.
6.) Select a membership from “Choose Membership Type”. In the extra setting options dialog select “ProRate”. Here are the definition for each fields:
Membership Started On: This is the date that the membership has started already.
Member Join Date: This is the date that the member is joining on after the Membership Started On date.
Calculated Prorate: The pricing based on the day(s) left over from “Member Join Date” and the upcoming term’s end date and the pricing.
***Looking at the “Payment by Days” for this membership we see that the membership is a monthly membership. You can only get a prorate if the dates are within a month terms for this example.
7.) Scroll down on the extra option dialog to see the “Apply” button. Click on it:
***You can also apply your own Calculated ProRate pricing. For one-time payment there is only one payment for pro-rate unless it is recurring where as the consecutive terms will revert back to the original pricing.
8.) After the pro-rate has been applied, there is the summary of it in the “Status” area:
You can always reset and do it over by clicking on the “Reset” button:
9.) Proceed to checkout by paying with the selected form of payments:
*If you have any questions on technical questions you can contact support at firstname.lastname@example.org