At some point a chamber may need to change the annual dues amount for all or a portion of their dues paying members. CC-Assist provides a facility to accommodate a change the amount in the “Annual Rate” text box on the “Bill Info” page in the Members module. To access this procedure follow the steps listed below.

NOTE: Before running this procedure, make sure you’ve created the dues invoices for all periods prior to when you want the dues increase to go into effect.

  1. Open the Members module.
  2. Display the Members menu and select “Procedures“.
  3. Select “Change Annual Dues” from the “Procedures” window and click on the “OK” button.
  4. On the “Change Annual Dues” window, choose the appropriate filters in order to specify which members’ annual rates are to be changed. For example, if you are changing dues amounts for all dues-paying members, move the “By status(es)” filter to the Chosen side and filter it for Member Statuses assigned to dues-paying members. Or, if you want to change dues amounts for dues-paying members currently paying a specific dues amount or range of dues amounts, you might also choose the “By annual dues” filter.

    NOTE: If increasing membership dues levels one at a time using the “By annual dues” filter, run the procedure for the highest annual dues level first and work down to the lowest level.

  5. On the “Procedure Specifications” tab, first choose the “Trial” Run Type. Choosing “Trial” does not make any changes in the annual dues, but gives you the opportunity to first review the changes in annual dues that will occur when you run the procedure again and choose “Actual.”

  1. In the “Change Annual Dues” area, select one of the three options to change the annual rates:
    • “By a flat amount” will increase the annual dues rate of the selected members by the specified amount. For example, if you specify $25, an annual rate of $250 will be increased to $275.
    • “By a percentage” will increase the annual dues rate of the selected members by the specified percentage. The new amount will be rounded to the nearest decimal place specified in the “rounded to the nearest” textbox. For example, if you specify 5% rounded to the nearest $1.00, an annual rate of $250 will be increased to $263 ($262.5 rounded to the nearest dollar).

      NOTE: When increasing the dues amounts by a percentage, please review the trial version of this procedure carefully. Once annual rates are increased by a percentage, they cannot be decreased back to the previous dues amounts with the procedure.

    • “To amount” will set the annual dues rate of the selected members to the specified amount. For example, if you specify $275, the annual rate of all selected members will be set to $275, regardless of their current annual rate.
  2. Click on the “OK” button and preview or print the trial run log.
  3. After reviewing the trial run log, repeat the above steps and choose the “Actual” run type.