Creating a non-dues billing cycle

Non-dues billing operates differently from traditional dues billing. Unlike dues billing, which evaluates the contact's overall membership details (such as Join date, Paid through date, Renewed through date, and Renew months), non-dues billing processes each individual product or subscription independently.

Key differences between dues and non-dues billing

The following are the key differences between dues and non-dues billing:

• Dues billing: The process revolves around the contact’s membership details, evaluating multiple subscriptions in relation to the contact’s renewal settings (such as Join date, Paid through date, Renewed through date, and Renew months).
• Non-dues billing: Each product or subscription is evaluated and processed separately, meaning they are not grouped within a single renewal billing cycle unless by coincidence.

Important dates in non-dues billing

Review the following important information about non-dues billing dates to gain a better understanding of this billing process.

Subscriptions.DATE_ADDED

The Subscriptions.Date_Added date is equivalent to a contact's Join date in dues billing.

When a subscription is added (through the Membership tab’s Subscriptions area), iMIS assigns the DATE_ADDED value based on the transaction date. If a batch or transaction override date is set, the DATE_ADDED value reflects that date; otherwise, it defaults to the current date.

Subscriptions.BILL_THRU

The Subscriptions.Bill_Thru date is equivalent to a contact's Renewed throughdate in dues billing.

In dues billing, users can manually update or clear the Renewed through and Paid through dates. In non-dues billing, users can override the Subscriptions.PAID_THRU date but cannot manually edit the Subscriptions.BILL_THRU date.

Subscriptions.Renew_Months

The Subscriptions.Renew_Months is equivalent to a contact's Renew months in dues billing.

Since each subscription is evaluated independently, the Subscriptions.RENEW_MONTHS value plays a crucial role in determining renewal logic. Unlike dues billing, where the member’s Renew months value is applied globally, in non-dues billing, each product’s renewal settings should take precedence.

This billing cycle must not contain any Primary fee product for any customer type or use the Membership billing cycle option. Do the following to create a subscription billing cycle:

1. Go to Membership > Billing cycles.
2. Select Add new billing cycle.
3. Enter a Cycle name.
4. Ensure Membership billing cycle is not selected.
5. Select one or more Customer types. You can choose *ALL* or leave the field blank to indicate the billing cycle is not restricted to any certain customer types. As you begin typing in this field, a drop-down is displayed from which you can select your Customer types.
6. Select one or more Categories. Billing categories are optional subcategories of a customer type which define membership fee amounts when the customer type is not specific enough for an association's needs. See Setting up billing categories for more information.
7. Select the billing products to include in the billing cycle. The products you select are not limited to subscription products. For more information, see Defining billing products.



8. Choose either Cash or Accrual for the Accounting method, or leave the Default accounting method selected. The chosen accounting method is used for join and renewal invoices.
9. Select other options as needed. See Creating a new billing cycle for more information.
10. Enable Use to display join item set.



11. Click Save & Exit.

Do the following to add the non-dues billing cycle content to your website. This will allow members and website users to more easily locate non-dues subscription products for purchase:

1. Go to RiSE > Page Builder > Manage content.
2. Create new content or open an existing content record.
3. Add a General Product Display (Commerce folder) content item to the page:
   1. In the Default product to display field, enter the name of the subscription non-dues billing cycle (Cycle name) created previously, replacing spaces with underscores.

   Note: The Cycle name is used in the URL parameter. You must replace any spaces in the Cycle name with underscores.

   For more information about how the billing cycle is set up, see Creating a new billing cycle.

   

   2. Select other configuration options as needed.
   3. Click OK.
4. Save and publish the page.

   

5. To allow users to access the subscription non-dues billing cycle content, you can do one of the following:
   • Create a new navigation item that links to the new content. See Using sitemaps for more information.
   • Create a link within your site to the new content. For example, you can insert links to content in the Data Showcase and Content Html content items.
   • For renewals, send subscribers a link to the content in an email.

Notes

• Non-dues subscription purchases always use the default financial entity, regardless of the financial entity chosen on the billing product.

Any subscription items purchased outside of the renewal process are displayed on the Membership tab in the Subscriptions section. If you are using custom account pages, it is recommended you add the same content to your account pages.

Do the following to add a Subscriptions section to your custom account pages:

1. Go to RiSE > Page Builder > Manage content.
2. Locate the account page, then open it for edit.
3. Select Add content.
4. Click the Contact folder, then choose the Subscription Adder content item:
   1. Title: Subscriptions
   2. Product type: Subscription

   

5. Click OK.
6. Select Add content.
7. Click the Utility folder, then choose the Query Menu content item:
   1. (required) Enable the Open link in a pop-up checkbox.
   2. Source query or folder: Go to the following location - $/ContactManagement/DefaultSystem/Queries/Advanced/Contact/Financial
   3. Depending on which account page you are editing, add one of the following queries:

   Table 1: Account page and related query

   Account Page	Query
   Individual - Public	Non-membership subscriptions - public
   Individual - Staff	Non-membership subscriptions
   Organization/Company - Public	Non-membership subscriptions billed to selected contact - public
   Organization/Company - Staff	Non-membership subscriptions billed to selected contact - Staff

   4. Click OK.

   

8. Save & Publish the content record.

For more information, see Ensuring account pages have membership queries.