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Create a member rate

Create a member rate

Section titled “Create a member rate”

A member rate, labelled billing scheme throughout the app, is a named package of dues and a usage-rate modifier. Every syndicate starts with a default Standard Member rate; create more when you need different terms for different groups (for example, an equity member and a renter).

Before you start

Section titled “Before you start”
  • You must be an admin (a treasurer needs the admin role).
  • A new syndicate already has a default Standard Member rate. You do not need to create one to start.
  • “Renter” is a common rate label, not a role.

Steps

Section titled “Steps”
  1. Open the syndicate and go to the Admin tab.
  2. Tap Billing schemes (under Money).
  3. Tap the Add billing scheme button at the foot of the scheme list. On a syndicate with no schemes yet the same button sits in the middle of the empty screen.
  4. Enter the Scheme Name (the label members see; for example, Equity member, Renter, Founder).
  5. Enter the Amount (dues), the Every count (for example, 1), and the Unit (Day(s), Month(s), or Year(s)). Set the amount to 0 if this rate has no periodic dues.
  6. Set Next collection: tap the calendar icon beside it and pick the date the first dues should post. Dues post on that date at 9 am and then repeat every interval. It starts as Not scheduled, and a scheme left unscheduled posts no dues at all, so set a date for any rate with a dues amount.
  7. Choose a Usage Rate Modifier type:
    • None (base rate): this rate pays the asset’s base rate with no adjustment.
    • Fixed offset: adds or subtracts a fixed amount (e.g. +40 or -20).
    • Percentage: scales by a percentage. A minus sign makes it a discount (-25 for 25% off); a figure without one is a surcharge. The line under the box reads back what you typed, for example 25% discount on the usage rate.
    • Override: replaces the asset’s base rate outright.
  8. Enter the Modifier value required by the selected type.
  9. Tap Create Scheme.
The New Billing Scheme dialog with a scheme name, the dues amount, interval and an unscheduled next collection date, and the usage rate modifier set to Fixed offset with its amount filled inThe New Billing Scheme dialog with a scheme name, the dues amount, interval and an unscheduled next collection date, and the usage rate modifier set to Fixed offset with its amount filled in

The scheme is saved. It appears on every member’s detail tile and on the Asset rates per-scheme rate table.

Make a scheme the default

Section titled “Make a scheme the default”

New members are assigned to the default scheme automatically. To change which scheme is the default:

  1. Tap the Make default scheme icon on the scheme you want.
  2. Confirm in the dialog. The previously-default scheme loses its default badge.

If it goes wrong

Section titled “If it goes wrong”
  • You cannot delete a scheme that is currently the default. Use Make default on another scheme first.
  • Deleting a scheme with members prompts to reassign them to the default scheme automatically.

See also

Section titled “See also”