Setting up a fee item and selecting the option of Voluntary gives you the ability to prevent that amount from showing on a member’s outstanding balance due. A Voluntary fee is something that you may add to an invoice in the hopes that it is purchased. (ex. Scholarship Fund Contribution - In addition to the required membership fee, an item is added to an invoice asking for an additional contribution. This additional contribution, if not paid, does not prevent the member from being a member, nor does it negatively impact the member.)
Display voluntary fees on statements
Future statements or account balances will exclude this amount unless specifically included at the time statements are created or balances are viewed. If you are on an accrual basis and need to recognize voluntary fees only when they are paid (i.e. prevent them from reporting as an outstanding Accounts Receivable balance in your accounting software) you can contact Support to have this feature enabled.
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Select the Billing module on the left-hand side.
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Select the Statements tab within the Billing module.
- In the Print Options section, select the checkbox to Show invoice item details on statements.
Invoice Template without Voluntary Fees
Note: Voluntary Fees that are assigned to a member on the Members Account tab will appear on invoices as part of the balance due. Invoice templates can be created that would omit any voluntary fees.
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Select Setup from the left-hand side.
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In the Billing section, select Template Manager.
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Select Invoice as the template type.
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As you are building the template, there are database fields that can be selected that will omit any voluntary fees from being included.
