General Tab
- Name - Name of the cycle
- Association - Association that the dues are for. For most associations, this will always be the same. For multi-board customers, you are able to setup dues cycles independently for all of your managed associations
- Billing Year - Specifies the billing year for the dues cycle. This is required for sending member financial records to NRDS (NAR)
- Hide Orders On Portal - This flad will determine if Order are viewable on the portal when generated
- Default - This flag determines if this Due Cycle is the default dues cycle
Default Duration - These fields determine the duration of the membership that is updated as part of the membership renewal process
- Duration Type - This can either be dated or termed. Dated indicates that the expiration is fixed (e.g. December 31st of each year). Termed indicates that the expiration date will be set X years/months/weeks/days from the current expiration date of the membership
- Begin Date - The date the schedule will begin (if Duration Type is Dated)
- End Date - The date the schedule will end (if Duration Type is Dated)
- Term/Term Units - The combination of these fields determines the variable expiration date. If you want the membership to be 12 months, you would enter 12 for term and select Months for term unit. Note that the options for term unit are Years, Months, Weeks and Days (If the duration type is termed)
Note - The system treats the begin end dates as Begin Date ≤ DATE End Date, meaning that setting the dates to 1/1/2013 to 1/1/2014 translates into on or after 1/1/2013 12:00AM and before 1/1/2014 12:00AM