Support

Prorating Upgrade Transactions

Last post 11-24-2008, 9:57 PM by James Kerich. 3 replies.
Sort Posts: Previous Next
  •  11-20-2008, 3:53 PM 10302

    Prorating Upgrade Transactions

    Copied from another discussion - 

    Discount coupons discussed here are only for new member applications.

    What you are talking about is prorating the membership payment when members change their level - applying unused membership fee and/or reducing the new fee if new membership level  is not for a full period. We are working on this - it would be great if you could start a new thread on the wishlist forum to explain how you would like to see it work.

    How our org would like it to work -

    Ex - level a - $35 annual fee and level b - $50 annual fee

    If a person joins at level a and somtime during the year decides to move to level b, then the software would figure the difference (50-35=15) and charge a $15 upgrade fee.  No change occurs to the renewal date.  We would like a user defined comment that pops up prior to the transaction being completed.  For example, in our case, prior to the person committing to the upgrade, a comment like

    "This upgrade will apply to your current membership period.  It is not prorated or refundable.  Your next renewal will be at the $50 level b annual rate.

    If you are near to your level a renewal date, you may wish to delay your upgrade until after your level a renewal."

  •  11-20-2008, 4:17 PM 10303 in reply to 10302

    Re: Prorating Upgrade Transactions

    It sounds like actual upgrade of level would be deferred until the expiry of the current membership term.

    We have not considred this - good to know. We assumed that user would want to be at level b right now - not from the renewal date.

    Very interested to get feedback from others.


    Dmitry Buterin, Chief Apricot
  •  11-20-2008, 6:10 PM 10305 in reply to 10303

    Re: Prorating Upgrade Transactions

    oops - didn't mean to make it sound like that!!

    Once they pay the upgrade fee, they should be at level b and immediately start getting level b benefits - which for most people in our org means they can apply for jury or inclusion in a specialty index.  So yes, when they upgrade I'd like the membership level to change and the date of the change recorded - but they keep the existing renewal date. 

    What I was trying to convey was if they upgraded 2 months prior to their renewal date, the price is the same as if they upgrade 10 months prior to their renewal date.  So if their level a renewal is in 1 month, they can elect to wait for a month and then upgrade . . .

    Sounds like I'm clear as mud.

  •  11-24-2008, 9:57 PM 10351 in reply to 10302

    Re: Prorating Upgrade Transactions

    I like this idea also. Our need is similiar with a twist.  In our case, we charge everyone on the same date each year for there membership dues.  What will happen is someone will join during the year.  We charge them a full year membership at that point.  Then on the annual renewal billing date, we charge them a full year less a prorated amount for the prior year. 

    For instance, we charge everyone on 9/1 of each year for their annual dues.  If someone starts on 4/1 of a given year, they are charged a full year rate at that time.  Then on 9/1, we provide them with a discount on their renewal for the number of months they were not members in the prior year (7 mths in this case). So if their dues was $200 charged on 4/1, we would charge them $83 on 9/1 ($200 - $117 which is $200 x 7/12).

    I think the concept is similar, but ours is retroactive instead of prospective as describe above.

View as RSS news feed in XML
Copyright © 2009. Wild Apricot (TM) by BonaSource Inc.
Terms of Use   Privacy Policy   Billing and Refund policy

Contact us: 144 Front Street West, Suite 725, Toronto, Ontario M5J 2L7, Toll-free phone: 1-877-270-4268, support@wildapricot.com
Click to verify BBB accreditation and to see a BBB report.