Kavi Help CenterKavi® Members Help
| Chapter 21. How to Issue Membership Bills | ||
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Part I. Kavi Members Concepts and General Instructions | 
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Table of Contents
Kavi® Members coordinates with Kavi Billing to present membership applicants with an online bill for new memberships. The membership fee, description, and additional information is set in Kavi Members when definining the membership types for the organization. Kavi Billing takes care of formatting the bill and receipt, sending billing email, and providing payment instructions to members. The billing system can also be connected to an ecommerce engine to process credit card membership payments online.
Figure 21.1. Example membership billing process: quick
When using ecommerce, a membership applicant may be able to apply for a membership, pay online and receive a password—all within just a few minutes.
Figure 21.2. Example membership billing process: extended
If membership applications are moderated, and membership bills paid using manually processed payment methods, there may be a considerable amount of time between when the member first applies and when the membership finally becomes current.
Each membership type can have it's own membership fee, or it may be free.
If the membership type has fixed dates (January 1 to December 31 each year, for example) the membership fee can be prorated for new members who join midterm. The membership fee for a prorated membership is determined when the bill is issued. By default, fees are prorated daily, but your organization may have custom proration rules.
Example 21.1. A prorated membership fee
A Board membership term is from January 1 through December 31, and costs $2000. Company A applies for Board membership and is issued a membership bill on February 2. Assuming fees are prorated on a daily basis, Company A must pay $1825 to acquire its Board membership. Company A's Board membership will be good from February 2 through December 31.
When Company A renews its board membership the next year, the membership fee will not be prorated, even if the company allows its membership to lapse before renewing.
Admin Area tools used to manage memberships display a link to manage membership bills for every fee-based membership. If an administrator needs to issue a full or partial refund for a membership bill that has already been paid, clicking the link to manage the bill will take the administrator to tools used to issue refunds or cancel the bill altogether. If the bill was paid online with a credit card recently, the credit card transaction may still be available in the system. In this case, a refund automatically issues a credit to the members credit card.
Cancelling or refunding a bill for a membership does not change the membership. If the membership or membership application needs to be edited or deleted in conjunction with cancelling or refunding the bill, the administrator needs to do this separately using Kavi Members company, user or membership application management tools.
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| Chapter 20. How to Set Up Membership Types |  |
Chapter 22. Membership Renewal |