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Managing Billing Records at the Membership Level

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Daniel Williams
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Adding a Billing Record

  1. Click on the Admin menu and Membership Level Management.
  2. Next to the desired membership level, click Edit.

  1. Click on the Billing tab.

  1. Click Add Billing.
  2. Choose a Revenue Item to associate with this billing record.

  1. Set the dues amount manually by entering a Unit Price or use an Arc Record (pricing calculation) to calculate the dues amount for you.
    • If you prefer to set it manually: Enter a Unit Price. The Base Price is optional (Unit Price x quantity + Base Price). The Flat Fee will override the Unit Price and Base Price.

The Amount Unit Price, Base Price, and Flat Fee may be defined on the Revenue Item. If defined, these fields will default to that value, but can be overridden.

If you leave the Amount fields blank, the system will automatically enter (when the billing record is assigned to the profile) the amount of previous billing records.

    • If you prefer to use an Arc Record: Place a check next to Use Arc Record To Calculate Dues Amount and choose the Arc Record from the drop down below the checkbox.
  1. Choose an Anchor Month to mark the starting month of the billing period.
  2. Choose an Anchor Day to mark the starting day of the billing period.
  3. Choose a Billing Cycle. This will be the schedule used when you generate invoices on the Generate Invoices screen.

For example, assume that your anchor is March 1. If you generate an invoice in 2024:

Billing cycle

 Billing will fall on
Every Month March-December and then every month in the years following
Every 3 Months March, June, September, and December of every year
Every 6 Months March and September of every year
Every 12 Months March of every year

If you choose Use Current Period then it will default to "Every 12 Months" for a new member.

If you later edit another part of the billing record, but leave this set to Use Current Period, and then tell it to automatically update all profiles, it will leave their current period unchanged.

  1. If you want your members who have invoices for this revenue item to have an option to enable or disable automatic recurring billing (see screenshot below) then place a check next to Allow ARB Subscription Management in Member Portal.

  1. At the bottom is an option to Add Billing if you need to add more.
  2. Click Save when you are finished.

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Editing a Billing Record

  1. Click on the Admin menu and Membership Level Management.
  2. Next to the desired membership level, click Edit.
  3. Click on the Billing tab.
  4. Make the desired changes and click Save.

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Deleting a Billing Record

This CANNOT be undone. Deleting a billing record will NOT delete related invoices.

  1. Click on the Admin menu and Membership Level Management.
  2. Next to the desired membership level, click Edit.
  3. Click on the Billing tab.
  4. Scroll down to the bottom of that record and click Remove.

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