1.
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Click Setup in the left-hand menu.
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2.
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Click Fee Items List in the Billing area.
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Once a Bundled Fee is assigned to a member, then a
Bundled Fee Tracking link will be available under
Members->Account tab->Membership Fees and Dues where you may
record the use of the individual items that comprise the bundle.
Fee Item Name: Title for the fee item; will be used by default to identify the fee item on a member’s account
Description: Further description of the fee item that displays on the invoice by default (may be modified on each member account)
Account: Select the desired account from your list of Chart of Accounts.
(Not available when creating a Bundled Fee.)
Sales Tax: Select whether this item should be taxed or not; if proper tax amounts are not displayed, modify this item by selecting Sales Tax from the Setup module.
(Not available when creating a Bundled Fee.)
Price: Type the desired fee item amount – the annual amount or one-time price. The price on a Bundled Fee will be determined by the combined price of the individual items.
Status: Select Active or Inactive (only Active items may be billed). Fee Items, when set to inactive, will present options to either remove the fee from the member or remain on the member account. Inactive fees on a member account will not be billed.
Frequency: Select desired default frequency
(available only if Member Fees and Dues item type is selected). Annual, Semi-annual, Quarterly, Monthly, One-Time. This selection may be changed on each members’ account as desired.
Collection Basis: Select Cash or Accrual
(Not available when creating a Bundled Fee.)
Voluntary: If desired, click “Treat this fee as voluntary”.
(Not available when creating a Bundled Fee.) Note:
Unpaid voluntary fees do not count against a member's account balance and are not automatically included on billing statements.
After selecting Bundled Fee, you’ll be able to select the individual fee items that should be included in this bundle by selecting fees from the
Item drop-down list. Fee Items included the
Item drop-down list include all
Regular active fee items.