What is it?
Advanced Pricing allows you to charge additional items on a dues renewal invoice that aren't tied to the base price of membership. Whether it be an option for a premium membership, a secondary chapter, or just the subscription to a magazine or newsletter, advanced pricing can see a user charged for additional selections. Additional pricing options must be attributes before they can be used in advanced pricing.
For Organization Member Types - if you need invoices to only calculate what is set up in advanced pricing, you'll need to make sure the attribute set up in the original pricing settings is filled in within the organization member profile.
How to access
You can access it by choosing to edit the settings of a Member Type by going to Database->Member Types->hover over a Member Type and click the Edit Settings button that appears on the right side of the page. This guide does assume you know how to navigate around the settings page of a Member Type, so if you do not, it's best to first read our Member Type overview guide, which can be accessed by clicking here.
Scroll to the bottom of the settings page once there, and you'll see the below at the bottom of your Pricing Settings tab.
Turn on the advanced pricing by selecting the 'Enable Advanced Pricing' check box. Once you do this, a green button that states 'Add Pricing Rule' will appear. Click that button. Once you do this, you'll see a drop-down appear that says 'Select an Attribute.' Click this, then choose the attribute you want to use to charge the user additional pricing. When you do, it will look like the below. If an attribute isn't listed here, that means it's attribute type isn't eligible to be used in the advanced pricing setup. Only selection sets can be used in advanced pricing.
- This shows which attribute you have selected to use for advanced pricing.
- These are the chosen attribute's selections. These will automatically pull in whenever you choose your attribute. It's for this reason that the attribute must be set up in the Attributes tab under the Database tab before you can choose it here, as you can't edit the attribute on this page.
- These are the prices assigned to the selections of your attribute. In our example, anyone that has the selection 'yes' chosen for the attribute 'Premium membership' in their profile will be charged an additional $15 dollars on the renewal invoice automatically generated by the system. This will appear as a second line item on the invoice. If the user has 'no' selected in their profile, or they have neither option selected, then they will be charged nothing, and no additional line items will appear on their invoice.
- Choose the revenue account you want to be linked to the advanced pricing field.
Once done setting this up, click the Save button to save your changes. This completes the advanced pricing setup.
Does this affect my membership form?
Advanced pricing options are only added to the invoices generated by the automatic renewal process, or renewal invoices manually created by an administrator. This option will have no effect on invoices generated by a membership form. If you would like it to, then you need to add the attribute into the form itself and set it up as a pricing field. If you're unfamiliar with how to create a pricing field, take a look at our guide that explains how to do this here.
The end result
An invoice generated using the advanced pricing setup above will look like the below.