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Removing Late and Reinstatement Fees from Dues Orders

If you add late fees or reinstatement fees to your outstanding Dues Items/Orders, then later realize that a particular member should not have had them added (or you are giving them a credit or other discount), you can remove those fees by changing one field on the Dues Item

STEPS:

  • Open the member's contact record
  • Navigate to the dues item in question, either by way of the membership record or by the dues order record
  • On the dues item, change the Pricing Strategy field value from "Late Fee Applied" or "Reinstatement Fee Applied" to "Standard"
  • Go back to the related dues order and click the Recalculate button at the top of the page in the ribbon toolbar

 

At this point, you should see the price adjusted in the Total Amount field on, or by viewing the list of Products associated with, the order.

If for some reason the late fee or reinstatement fee still has not been removed, go back to the related dues item and select Recalculate Order.  This will force the order to recalculate as well.

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