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Enable Retroactive Start Dates for Memberships

Updated: May 20, 2024 15:14

This article will show you how to enable Retroactive Start Dates. This allows for Fixed Payment Dates.

If you enable this Organization Option, that can solve a troubleshooting issue where billing on the first of the month within a 12 month/year-long membership skips the second month of billing. This happens because the first month might technically start on the next month or on the current month, depending on how it is configured. If you enable Retroactive Start Dates then add a Pro-Rated Discount to the membership, it will start the current month and pro-rate for the amount of time they missed. Then, your next payment would be the next first.

Instructions

Navigate to Configuration > Organization > Organization Options
Search for Allow retroactive start dates
From the Value drop-down, choose Enabled
Click Save Settings

Resources

Create a Discount

Comments

Let us know what was helpful or not helpful about the article.

1 comment

kevin davis

August 29, 2023 22:02
Adding the retroactive start date AND proration would be great.

Be advised, the prorate discount does not work well with other discounts (ie. resident discounts). The prorate discount will always discount the full original cost not including any other discounts and then it will apply the other discounts. The result is inappropriately deep discounts. None of the current discount settings can solve this issue unfortunately.
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