Chapters can be created with or without registration fees. Creating a chapter with a registration fee is similar to creating a new product, and allows you to designate separate dues or memberships for chapters or local groups. A Standard price must be defined in order for the chapter to become a membership product.
Note: If necessary, you can configure additional fields (for example, Region, Division, or Area) to appear when creating a new chapter. See System options for more information.
To create a new chapter, do the following:
- Go to Membership > Chapters.
- Select Add new chapter.
- Enter a Code. Choose a code that is unique and descriptive of the chapter.
- Enter a unique Name for the chapter.
- (optional) If you have defined additional chapter fields, enter those values.
- (optional) Provide a Description of the chapter.
- (optional) Enter any Notes for the chapter.
- (optional) Configure Pricing options:
- Define a Standard price for Non-members, and a Discount price for Members. These prices must be written in standard currency format.
- Chapter products are typically listed with other billing products, for example, memberships, subscriptions, or voluntary contributions. The Pay priority value determines the order in which the billing products are displayed and paid for. The higher the priority number, the lower the priority. A product with a Pay priority of 1 will always come first.
- Enter a Term span in months if you want to override the Standard billing interval. This indicates the number of months that the chapter will be renewed for when payment is received. See Configuring billing options for more information.
- Select a Prorate fee. See Membership settings for more information.
- (optional) Configure Accounting options:
Note: The Accounting options are only available to staff users who are assigned a Dues: 5 module authorization level. See Module authorization levels for more information.
- Select the Financial entity in which the chapter fee will be deposited to. If this is a Charitable item, be sure to select a charitable financial entity. If this is left blank, the default financial entity will be used.
- Enable Charitable item if the chapter registration fee is to be recognized as a gift.
- Enter a Fair market value. This value defines the value of the benefit (if any) that a donor is receiving in exchange for purchasing the Charitable item with which the Fair market value is associated.
- Select the Income and Deferred general ledger accounts to associate with this chapter product. These accounts are defined in the GL_ACCOUNT general lookup table. See General lookup tables for more information.
- Click Save & Exit.
Note: The Pricing options are only available to staff users who are assigned the Dues: 5 module authorization level. See Module authorization levels for more information.
Note: The Prorate fee options that appear depend on the default prorating options defined in the Membership settings window. If Do not prorate is enabled, the Prorate fee options will not appear.