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Normally, each year stands alone when considering a member's financial status and fees due and paid. That is, at the end of each calendar year all previous fees and receipts are finalised, the member's status becomes not financial and a membership fee is created for the new year.
This may not be convenient for members when a fee is due towards the end of the current year. The member may wish to pay that fee along with their membership fees in the new year. The typical example is a fee for the Christmas party held late in the current year plus membership fees for the new year.
To allow this option, ensure that the enrolment start date for Term 1 of the new year is prior to that of the Christmas party. For example, let's say the Christmas Party will be held on the 29th November and has a $40 fee, the enrolment start date is 12th November and the membership fee for the new year is $60.
•If a member pays before 12th November they will be charged for the Christmas Party only ($40) as the membership fee for the new year becomes due after the 12th November.
•If a member pays on or after the 12th November both the Christmas Party and the new year's membership fee will be charged ($100) as both become due and payable.
Alternatively, let's change the start date to the 1st December, which is after the date of the Christmas Party...
•If a member pays before 1st December they will be charged for the Christmas Party only ($40) as the membership fee for the new year only becomes due after the 1st December.
•If a member pays on or after the 1st December the new year's membership fee will be charged ($60) plus the $40 Christmas Party fee if it has not already been paid.
Note:
1.The member has no choice when paying fees online. They will be charged what the system calculates. Additional flexibility is still available via a direct bank payment along with the added administrative effort required to process such payments.
2.It is important that fees for all courses be finalised as soon as possible after the course activity (Christmas Party) is complete. Monies and attendance must be reconciled and enrolments adjusted where necessary to avoid incorrect charges.