How to setup quarterly membership fees with annual maintenance/administration fee

If you aren't speaking german, you can ask for support or post your request here.
Antworten
mkferns
Beiträge: 1
Registriert: 29. Okt 2022, 16:18

How to setup quarterly membership fees with annual maintenance/administration fee

Beitrag von mkferns »

I have a situation where members are required to pay an annual administrative fee and quarterly membership fees.

Example:
Quarter 1 - Sep to Nov:
- annual fee $60
- membership fees $80 x 3 = $240

Quarter 2 - Dec to Feb:
- membership fees $80 x 3 = $240

Quarter 3 - Mar to May:
- membership fees $80 x 3 = $240

Quarter 4 - Jun to Aug:
- membership fees $80 x 3 = $240

How do I or setup/configure Admidio for the above membership ? Thus when the membership fees are due, an email can be sent to the respective member(s) stating the amount that is due for the quarter.

Appreciate your feedback, thanks!
rmb
Plugin-Developer
Beiträge: 579
Registriert: 10. Mai 2011, 19:56
Wohnort: 86856

Re: How to setup quarterly membership fees with annual maintenance/administration fee

Beitrag von rmb »

Create two roles, e.g. "Administrative fee" (Contribution $60, Contribution period Annually) and "Membership fee" (Contribution $240, Contribution period Annually) and include the members who have to pay in both roles.

In Quarter 1 you select in membership fee - recalculation under role selection both roles ("Administrative fee" and "Membership fee"). This calculates a contribution of $300 for each member. When everyone has paid, you set the paid date.

In Quarter 2, 3 and 4 you first delete all amounts again. In the subsequent recalculations, select only the "Membership fee" role under membership fee - recalculation - role selection. This only charges $240 for each member.

Best regards
rmb
Antworten