![]() Cash-indicates this membership's income is recognized at the time of payment, and is a required setting to support the Billing History feature.Īccrual-indicates the membership's income is recognized at the time of invoicing, and is a required setting to support the accrual billing feature. Accrual dues is a feature that can be enabled in Nimble AMS.In Entity, enter the name of the entity associated to the membership type, click Nimble AMS, Staff View, Button, Lookup, and select the financial entity. Click Edit next to the StartDateControlForAnnualProratedMembers.Click Manage Records next to the Tag of Nimble AMS.From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.To do this, enable the Start Date Control functionality for the same as given below: ![]() You can also use the Start Date Control (Day) field on Membership Type for annual prorated memberships, just like anniversary memberships in point 10 (see example). When the 2-month re-instate period ends, the constituent's membership is considered Lapsed and unable to renew their membership online but instead required to rejoin to become a member again. For example, 2 adds additional 2 months to the end of a member's grace period during this time the member does not retain their member benefits but will have the 'Renew' option, instead of 'Rejoin', in Community Hub. This gives constituents the opportunity to renew their dues but membership benefits will be disrupted during this period due to inactive status. Membership extension period to make ‘Renew’ button available to Community Hub (CH): In Re-Instate Period, enter the number of months or days to reflect the new period length appended to the Grace Period, allowing constituents to 'Renew' their membership in Community Hub even though their previous membership has become inactive, and the grace period has lapsed. It gives you the flexibility of defining the grace period in Months or Days as for monthly memberships, generally a grace period in days will be preferred. When the 3 month grace period ends, the member is considered Lapsed and unable to renew their membership online.Īs of Nimble AMS Winter '20, a new field, Grace Period Unit is added to Membership Type. For example: 3 adds 3 months to a member's end date during this time the member retains their member benefits. ![]() In Grace Period (Months), enter the number of months to reflect the new grace period length appended to the normal membership term, allowing members to keep their active status and the opportunity to renew their dues without benefit disruption. If Renewal Type is Anniversary, in Start Date Control (Day), enter the day of the month that determines when the purchase membership will begin. For example: 15 sets the rule that a membership purchased on the 15th-or any day after-of any month will begin on the 1st of the following month membership purchases made prior to the 15th of the month will begin on the 1st of the current month. ![]() If you need to offer several term options relating to one membership type, sharing the same Revenue GL Account on the membership product, you may choose to override this term with Term Override (Months) when creating a membership type product link.įor example: If you offer annual and bi-annual memberships, one membership type would be configured with two membership type product links where the Term Override (Months) is 12 for the first membership type product link, and 24 for the second membership type product link. Intelligently calculate the membership term End Date while renewing annual memberships with Improved Annual Membership feature! Anniversary-membership begins on any calendar month based on membership purchase date.Īnnual-membership begins on the same month for all member terms.Both-if the membership type is available for purchase by both individuals and companies. Because this selection includes company, if the Flowdown Manager Class rule is populated with a value the rule will be executed the next time a membership is purchased.Company-if the membership type is only available for purchase by companies. Because this selection includes company, if the Flowdown Manager Class rule is populated with a value the rule will be executed the next time a membership is purchased.Individual-if the membership type is only available for purchase by individuals, and not by companies.Only Active membership types can be purchased. In Description, enter a phrase to describe the membership type. This displays to constituents in Community Hub. Because this name displays to constituents in Community Hub, we recommend a short name.įor example: Individual or Professional is preferred over Individual Member or Professional Member.
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