Online Membership Renewal Results
Depending on which member renewal option you've chosen, the following back office financial records will be created in your back office:
- 100% Back Office: your bookkeeper will batch bill members, creating pledges on each primary member's contact record. Or your bookkeeper will set-up recurring credit card subscriptions for each primary member's dues. A separate pledge and/ or recurring subscription is required for each contribution type (member dues, building fund, tuition, etc)
- 50/50: you've set-up a contribution page using complex pricing (price set). A member comes to your website and completes the contribution page. A back office contribution record is created, either with the status of completed (if paid in full by credit card) or pay later. If pay later, your bookkeeper will need to cancel the self-service contribution and then create pledges on each primary member's contact record or set-up recurring credit card subscriptions for each primary member's dues. A separate pledge and/ or recurring subscription is required for each contribution type (member dues, building fund, tuition, etc)
- 100% Self - Service: you've set-up a contribution page using recurring contributions. This means a member comes to your website and completes the contribution page. They've chose their payment frequency, duration, and created an automated recurring credit card subscription. In the back office a recurring subscription is created (to view this, go to the bottom of their "contributions" tab). Your bookkeeper will need to manage these subscriptions using the "Automated Recurring Billing - Missing Transactions" search under the back office "Finances" menu.
If you've chosen option 2 or 3 (50/50 or 100% self service), you can complete a search to find all members who have contributed to their member dues using your online contribution pages. To do this, complete the following:
Go to your back office top menu Finances/ Find Contributions. From the filters screen, choose the member renewal contribution page (1) from the contribution page select filter. Next you can choose a date range (2) of the start date of the recurring subscription (100% self-service) or received date of the one-time contribution (50/50). You can also filter to find only (3) pay later contributions (50/50) or recurring contributions (100%). Lastly, you can filter by contribution type (4).
You can also use the custom search "Find Contribution Pages w/ Price Sets". To use this search, go to your back office top menu Search/ Custom Searches/ Find Contribution that use Price Sets. From the filters screen, you can select the contribution page price set option(s) you'd like for your report. You can use this search for either 100% self-service or 50/50, as under the hood your system creates a price set option for ANY contribution page pricing you create.