- Click the Price Allowance action on the Membership Type Card.
If a membership type is subscription based, the user can define services and fixed prices which are issued per member.
The table below lists and describes the fields on the Price Allowance page:
| Field | Description |
|---|---|
| Issue Allowance | Specifies when the allowance is issued, that is at the initial invoicing or in the subscription process. |
| Product No. | The activity product to issue. |
| Description | The description of the activity product. |
| Quantity | The quantity issued at each processing. |
| Price | The special discounted price to issue. |
| Expiry Calculation | The Date Calculation formula to use to prepare expiry date. Reference date is the From date of the period. |
| Expiry Date | Use only if the expiry date is fixed. |
| Club Member | The loyalty club members the allowance is issued to, leave blank for all members. |
| Member Scheme | The loyalty club member scheme the allowance is issued to, leave blank if for all members. |
| Restricted Use From-To | The period to which the price is restricted. Both the date and time is optional. |
When an initial batch is created (initial invoice) or when the periodically invoicing batch is prepared, the issued price allowances are also prepared based on the membership types in the batch.
- You can access this preparation setup using the Allowances action on the Membership Subscription Batch page.
- Here you can review and edit the allowances that will be issued, the expiry dates, and so on. Note: At this point no price allowances have been issued.
- When the batch is then posted and invoices created, the actual price allowances are issued per member according to the relevant Allowance page.
You can review issued and pre-paid allowances in the Role Center (click Allowances in the left navigation pane), and also on the Member card.
When activities are reserved, the client's allowances are checked and the price is set according to the price allowance, if there is any. All members that are being charged in the batch will be issued the price allowances.