Each association defines their own dues billing classes. A custom billing class program is created for each association which has the specifics of what data on a record determines which billing class should be assigned to the individual.
Note: Contact CDS support for any changes to billing classes including new classes.
The Rates Table Maintenance allows users to assign an amount to each billing class for annual dues as well as prorated months.
Recalculate Dues Billing Classes goes through each Names file maintenance record and updates the billing class on the Names records as needed checking the current data on the record against the current custom billing class program.
When using Post Annual Dues, Post Monthly Dues, or Dues Posting the billing class on the person’s Names record is found, and that billing class is then located in the dues rates table. That amount is then used in the billing journal transaction added for that person. The amount in the Dues column is used for annual dues. The amount in the selected proration month column is used for monthly dues and individual dues posting.