Calculate subscription fee for each member type

 

Calculate subscription fee for each member type

  • In the main menu select Management Centre.
  • Select Subscription fees.
  • Click on Setting subscription fees.

 

If you choose to use automatic subscription fee rules, then one of the options is to calculate subscription fees based on membership type.

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To create membership types:

  • In the main menu select Management Centre.
  • Select Subscription fees.
  • Click on Maintain member type.

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  • To add a new type of member click on the   IconS_Plusje icon.

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  • Once you have created the member type click on Save.
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Link subscription fee based on membership type to a member

 

Now it is possible to link members to a membership type. This is done in Member Management.

  • Open Member management and the membership card of the member.
  • In the membership card go to the tab Membership.
  • Choose a membership type in the drop down menu after Membership type (for example, Adult membership)
  • Click on Save.

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  • Once you have saved these changes, you will see a line with the subscription fee.

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  • This will also be automatically added to the items tab.

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Individual manual subscription fees

 

If your association has members who have different subscription arrangements, it is possible to create a special group. It is also possible to manually enter the subscription fee.

  • Open Member management and the membership card of the member.
  • In the membership card go to the tab Membership.

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In the example above there is an option to enter Manual subscription fees. This can be used to set temporary (‘this year’) or permanent alternative subscriptions fee for a member.

  • The example below shows the item created based on membership type (Adult membership,€40).

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If you have activated manual subscription fees for a member and entered an amount, then this setting will override the standard fee associated with their membership type.

  • Below you see a fee of €25 will be invoiced this year for this member. The following year this setting will expire and they will automatically be charged the fee associated with their membership (Adult membership).

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Get the most out of e-Captain!

e-Captain has a very extensive Member Management package. We offer several basic trainings which teach you to work with e-Captain in an accessible way.  The trainings take place at our office in  's-Hertogenbosch.

View our trainings

 

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This page was last updated on: 30 July 2018