Creating a non-dues billing cycle

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.