Proration takes into consideration the billing frequency selected and the proration option. The examples below will provide you with an understanding of each proration option based on the new member's billing frequency- Annual, Semi-Annual, Quarterly, or Monthly. You can also download the complete list of examples here.

 

Annual Billing Frequency

---

The table below displays the dues a new member will pay based on an annual frequency and the proration option selected.
 

For example:

Annual Dues = $1200 with semi-annual proration option selected

A new member joins in January, prorated dues = $1200.00. January - June, new members will be charged full membership dues.

A new member joins in July, prorated dues = $600.00. July - December, new members will be charged half of the membership dues.

Assume Renew in January $1200/year membership dues – Annual Billing Frequency
Join Month
January	February	March	April	May	June	July	August	September	October	November	December
Semiannually	1200	1200	1200	1200	1200	1200	600	600	600	600	600	600
Quarterly	1200	1200	1200	900	900	900	600	600	600	300	300	300
Monthly - before days cutoff	1200	1100	1000	900	800	700	600	500	400	300	200	100
Monthly - after days cutoff	1100	1000	900	800	700	600	500	400	300	200	100	0
No Proration	1200	1200	1200	1200	1200	1200	1200	1200	1200	1200	1200	1200
Prorate Partial Years Unchecked	1200	1200	1200	1200	1200	1200	1200	1200	1200	1200	1200	1200

 

Semi Annual Billing Frequency

---

When semi-annual billing frequency is set, the table below provides an understanding of how membership dues are prorated. The table begins with a quarterly prorate option, as you cannot prorate a semi-annual to semi-annual.
 

Example:

Membership dues are $1200.00, proration option is set to Quarterly

New member joins in January (1st quarter), prorated price = $300.00

New member joins in April (2nd quarter), prorated price = $600.00

New member joins in August (3rd quarter), prorated price = $600.00

New member joins in November (4th quarter) prorated price = $300.00

 

 

Assume Renew in January $1200/year membership dues – Semi-annual Billing Frequency
Join Month
January	February	March	April	May	June	July	August	September	October	November	December
Quarterly	600	600	600	300	300	300	600	600	600	300	300	300
Monthly - before days cutoff	600	500	400	300	200	100	600	500	400	300	200	100
Monthly - after days cutoff	500	400	300	200	100	0	500	400	300	200	100	0
No Proration	600	600	600	600	600	600	600	600	600	600	600	600
Prorate Partial Years Unchecked	600	600	600	600	600	600	600	600	600	600	600	600

 

Quarterly Billing Frequency

---

With quarterly billing frequency your members will pay 1/4th of the membership dues each quarter. The table below describes the amount they will be billed when you have setup to prorate. The option to prorate annually, semi-annually or quarterly are not available. The system will not prorate new membership fees if the proration interval is longer than the billing frequency.
 

For Example:

Membership dues $1200.00, prorate option Monthly-before cutoff

New member joins in January, prorated dues = $300.00. The new member will pay for the full quarter.

Member joins in February, prorated dues = $200.00. The new member will pay for 2/3rd of the membership dues for the quarter.

Member Joins in March, prorated dues = $100.00. The new member will pay 1/3rd of the membership dues for the quarter.

Member joins in April, this is a new quarter, prorated dues = $300.00. The new member will pay for the full quarter.

 

 

Assume Renew in January $1200/year membership dues – Quarterly Billing Frequency
Join Month
January	February	March	April	May	June	July	August	September	October	November	December
Monthly - before days cutoff	300	200	100	300	200	100	300	200	100	300	200	100
Monthly - after days cutoff	200	100	0	200	100	0	200	100	0	200	100	0
No Proration	300	300	300	300	300	300	300	300	300	300	300	300
Prorate Partial Years Unchecked	300	300	300	300	300	300	300	300	300	300	300	300

 

Monthly Billing Frequency

---

With a monthly billing frequency, members are billed 1/12th of the annual membership dues each month. The table below describes dues payment based on proration options.
 

For Example:

Annual Membership Dues = 1200.00, monthly before cut-off date proration option.

New member joins in January, before cut-off date, monthly dues = $100.00

New member joins in June, before cut-off date, monthly dues = $100.00

 

 

Assume Renew in January $1200/year membership dues – Annual Billing Frequency
Join Month
January	February	March	April	May	June	July	August	September	October	November	December
Monthly - before days cutoff	100	100	100	100	100	100	100	100	100	100	100	100
Monthly - after days cutoff	0	0	0	0	0	0	0	0	0	0	0	0
No Proration	100	100	100	100	100	100	100	100	100	100	100	100
Prorate Partial Years Unchecked	100	100	100	100	100	100	100	100	100	100	100	100