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Joining fees

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A joining fee is a single charge raised when a membership starts — a setup fee, an initiation fee, a first-year levy. Set the allowed range on the package, then the actual amount on each membership.

How it appears

  • It is raised as its own ledger row, described as Joining Fee.
  • The member's Packages tab shows both Joining Fee and Joining Fee Status columns.
  • It is collected with everything else — there is no separate collection for it.

It does not move the billing dates

The joining fee is deliberately left out of the calculation that works out when the next subscription charge falls due. A member who joins mid-month is billed their joining fee and their first subscription charge on the schedule you set, without one pushing the other along.

Waiving one

Set it to zero on the membership before it starts, or use a voucher with No Joining Fee on it. A voucher applied before the fee is raised records it as Joining Fee Waived at $0.

If the joining fee has already been charged, applying a No Joining Fee voucher adds a Joining Fee Waived credit on the Transactions tab for the amount that was charged, so the member's balance drops by the same amount. If the member has already paid the fee, the credit stays on their account and is used against their next charges; it does not refund their card. To give the money back instead, refund the payment. Nothing is deleted, and applying the voucher a second time does not credit the fee twice. A voucher that does not waive the joining fee never raises it a second time.

ADDED THE JOINING FEE BY HAND?
The automatic credit only counts the joining fee rows the membership raised itself. If you added the joining fee yourself with Add Charge, applying a No Joining Fee voucher does not credit it back, so add a Credit for the same amount instead. If you have already added your own Credit for the joining fee, do not also apply a No Joining Fee voucher, or the fee will be credited twice.