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How the Begin Date for an anniversary billing cycle is calculated

Begin Date with no Start Date Control options selected

The following diagram illustrates how the Begin Date is determined for an anniversary dues billing cycle:

The following table shows examples of the Begin Date calculation using a dues billing Effective Date of 1/01/2004 with a 12-month term interval:

Customer

Join Date

Paid Thru

Begin Date

Basis for Setting Begin Date

Sally - Renewal

01/01/1996 (NA)

12/31/2003

01/01/2004

Paid Thru

Billy - Did Not Get Billed Yet

12/01/1983 (NA)

11/30/2003

12/01/2003

Paid Thru

John - Hope to Reinstate

1/01/1991 (NA)

12/31/2003

01/01/2004

Effective Date

Mary - New Customer

12/15/2004

Blank

12/01/2004

Join Date

Joyce - New Customer

Blank

Blank

01/01/2004

Effective Date

Dave - Missed the Boat

1/01/1978

Blank

01/01/2004

Effective Date

Begin Date with Start Date Control options selected

The following diagram illustrates how the Begin Date is determined for an anniversary dues billing cycle using the Start Date Control options on the Set up general options window:

How the Begin Date is determined for an anniversary dues billing cycle.

The following table shows examples of the Begin Date calculation for a 12-month term interval using the Start Date Control options on the Set up general options window:

Customer

Subscription Term Billed

Join Date/ Payment Trans Date

Advance Start Date

Apply to New Customers

Apply to Delinquent Customers

Grace Period

New Subscription Term

Mary - New Customer

N/A

04/27/2003

25

Yes

Yes

2 months

05/01/2003 - 04/30/2004

Joyce - New Customer

N/A

04/27/2003

25

No

No

N/A

04/01/2003 - 03/31/2004

Sally - Renewal

01/01/2002 - 12/31/2002

04/16/2003

15

Yes

Yes

3 months

05/01/2003- 04/30/2004

Olga - Old Customer

07/01/2002 - 06/30/2003

08/01/2003

15

Yes

Yes

3 months

Term remains the same

See Also

Calculating the Begin Date for a Dues Billing Run

Begin Date for an annual billing cycle


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