Note: This article is for use by Billing Administrators or those club members that handle billing and invoices.
Members, member types and billing codes comprise the core of the billing system. Let’s go over these three components and how each are related to one another.
Members are the people that are a part of your club.
Member types represent the different types of members in your club or group such as regular members or senior members. The purpose of member types is to provide categories for members that are billed different fees. If members are billed the same fees, than only one member type is necessary.
Different billing levels require, a separate member type for each. Examples of member types are Regular, Senior, Junior, etc.
Billing codes are related to a billing amount. Your club might have a dues fee and a meal fee. You would create a billing code for dues and one for meals.
How they work together:
The relationship between these three components determines how much members will be billed. Each member is assigned a member type. Each member type is associated with a billing codes.
For the purposes of illustration, let’s say you have a club with two members named Mary and Joe.
Mary = Regular member
Joe = Senior member
Based on the member type, different costs might be billed and therefore different billing codes assigned. Regular members are billed for dues and for meals. Dues are $60 and meals are $150 for the year. Senior member are only billed $60 for dues.
Regular member type = Dues ($60) & Meals ($150) billing codes
Senior member type = Dues ($60) billing code
When the invoices are generated the billing system looks at the member type for each member and the billing codes associated with those member types. The breakdown of the invoices for these two members is shown below: