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How the Billing Interval for an annual billing cycle is calculated

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

See Also

Calculating the Billing Interval for a Dues Billing Run

How the Billing Interval for anniversary billing cycle is calculated


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