People/Company Fees

Find a People or Company Fee:
Click on either People or Company Fees from the left menu
Search by:

• Record Type
• Membership Type
• Fee Type
• Select an output

Create People Membership Fees:

• Click Reference, from the left menu
• Click People Fees
• Click NEW in the top right corner of the screen
• Select a Record Type (People or Company)
• Select a Membership Type (Regular Member, Honorary Member)
• Select a Fee Type (Enrollment or Renewal)
• Indicate the Fee Amount Calculation (Annual or Per Unit)
• Enter the Amount
• Enter an Account Code
• Enter the Entry Fee Amount (if applicable)
• Enter an Entry Fee Account Code (if applicable)
• Select a Chapter Fee (if applicable)
• Indicate the Display Option (front end or back end)
• Enter any Comments
• Save

People/Company Fees
Set Chapter Fees (People):

• Click on People Fees from the left menu
• Click on Chapter Fees from the link in the top left corner of the screen
• Click on New in the top right corner of this screen
• Indicate a Chapter
• Indicate a Membership Type
• Indicate a Fee Type
• Enter the Amount
• Save

Create Company Membership Fees:

• Click Reference, from the left menu
• Click Company Fees
• Click NEW in the top right corner of the screen
• Select a Record Type (People or Company)
• Select a Membership Type (Regular Member, Honorary Member)
• Select a Fee Type (Enrollment or Renewal)
• Indicate the Fee Amount Calculation (Annual or Per Unit)
• Enter the Amount
• Enter an Account Code
• Enter the Entry Fee Amount (if applicable)
• Enter an Entry Fee Account Code (if applicable)
• Indicate a Secondary Location Restriction
  • How many Secondary Locations can be included in this membership?
• Indicate the Display Option (front end or back end)
• Enter any Comments
• Save