Payment Options for Membership Programs

You specify the payment options for the program. Payment options include the payment schedule, such as yearly or monthly. For lifetime programs, you also enter the number of payments for each payment option. Recurring programs do not have a set number of payments.

For annual, dues-based and dues- and contributions-based programs, these options appear on the Dues tab. After the program has been created, these options appear on the Rules tab.

For recurring and lifetime programs, these options appear on the Payment Options/Levels tab.

Note: For recurring programs, recurring gifts are created. For lifetime programs with payment options other than pay in full, a revenue transaction type of Membership installment plan is used. Membership installment plans are also used for any program that can be pledged. For more information, see Membership Installment Plans.