The billing interval calculation for an annual dues billing cycle is slightly different than for the anniversary dues billing cycle. The primary factor used to determine the Thru Date is the Effective Date, to which the interval is added. Although the calculated interval applies to all renewing customers, the interval may be prorated to be shorter (typically) or longer for new customers who join after the fixed customer/subscription term has begun.
Note: For a new customer's interval to be extended, you must set up Special Prorating rules so the “Bump” criteria applies to the customer's join month. See Prorating window.
The following table shows results of the billing interval calculation using a dues billing Effective Date (and fixed annual customer term) of 1/01/2003 with a 12-month Standard Billing Interval.
|
Customer |
Renew Months |
Join Date |
Bump Join Month |
Begin Date |
Interval |
Paid Thru |
|
Betty - Default |
0 |
1/01/1983 |
N/A |
1/01/2003 |
12 |
12/31/2003 |
|
Johnny - Quarterly |
3 |
1/01/1992 |
N/A |
1/01/2003 |
3 |
3/31/2003 |
|
Tommy - Two Year |
24 |
1/01/1988 |
N/A |
1/01/2002 |
24 |
12/31/2004 |
|
Mary - New at Mid Term |
0 |
7/15/2003 |
No |
7/01/2003 |
6 |
12/31/2003 |
|
Jim - New Quarterly |
3 |
2/01/2003 |
No |
2/01/2003 |
2 |
3/31/2003 |
|
Sam - Last Minute Joiner |
0 |
11/15/2003 |
Yes |
11/01/2003 |
14 |
12/31/2004 |
Billing Interval Calculation