Billing interval for annual dues billing cycle

The billing interval calculation for an annual dues billing cycle is slightly different than for the anniversary dues billing cycle. The primary factor used to determine the Thru Date is the Effective Date, to which the interval is added. Although the calculated interval applies to all renewing customers, the interval may be prorated to be shorter (typically) or longer for new customers who join after the fixed customer/subscription term has begun.

Note: For a new customer's interval to be extended, you must set up Special Prorating rules so the “Bump” criteria applies to the customer's join month. See Prorating window.

The following table shows results of the billing interval calculation using a dues billing Effective Date (and fixed annual customer term) of 1/01/2003 with a 12-month Standard Billing Interval.

Customer	Renew Months	Join Date	Bump Join Month	Begin Date	Interval	Paid Thru
Betty - Default	0	1/01/1983	N/A	1/01/2003	12	12/31/2003
Johnny - Quarterly	3	1/01/1992	N/A	1/01/2003	3	3/31/2003
Tommy - Two Year	24	1/01/1988	N/A	1/01/2002	24	12/31/2004
Mary - New at Mid Term	0	7/15/2003	No	7/01/2003	6	12/31/2003
Jim - New Quarterly	3	2/01/2003	No	2/01/2003	2	3/31/2003
Sam - Last Minute Joiner	0	11/15/2003	Yes	11/01/2003	14	12/31/2004