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Enable Retroactive Start Dates for Memberships

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This article will show you how to enable Retroactive Start Dates. This allows for Fixed Payment Dates.

If you enable this Organization Option, that can solve a troubleshooting issue where billing on the first of the month within a 12 month/year-long membership skips the second month of billing. This happens because the first month might technically start on the next month or on the current month, depending on how it is configured. If you enable Retroactive Start Dates then add a Prorated Discount to the membership, it will start the current month and prorate for the amount of time they missed. Then, your next payment would be the next first.

Instructions

  1. Navigate to Configuration, then hover over Organization, and then click Organization Options:Left navigation menu with Configuration, Organization, and Organization Options selected.

  2. Search for Allow retroactive start dates:The Operational Settings Maintenance screen with the Search field highlighted and filled with the words 'allow retroactive'.

  3. From the Value dropdown, choose Enabled:The Allow Retroactive Start Dates (Fixed Payment Date) setting's drop-down menu is expanded and set to Enabled.

  4. Click Save Settings:The Operational Settings Maintenance screen with the Save Settings button highlighted.


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