Products and fees

Products and fees

Products are the fees your society charges. Membership products price membership levels. Product groups let the member choose one fee from a list on a form.

Open Settings, then the Products, Membership Products, or Product Groups tab. Create the fee first, then attach it on the form under Payments Settings.

A form can use one product or a group. When a fee is set, submit sends the entry to payment (cart or pay now).

Setting up products

Create fee products for your society, including the tax amount charged on invoices.

1. Open the Products tab

In Account Settings, open the Products tab. The list shows Price (ex tax) and Tax Amount for each product.

Tax Amount

2. Create Product

Choose Create Product.

Create Product

3. Set the tax amount

Enter Price (ex tax) and Tax Amount. Tax Amount is the tax charged with this product in your default currency.

Tax Amount

4. Confirm the saved product

After you save, the product view shows Price (ex tax) and Tax Amount.

Tax Amount

Connected actions

Link the product on a form or put it in a product group so members can be charged when they request that form. Unpaid entries stay Pending Payment until paid.

Setting up membership products

Create membership products, including tax and how many months of membership they grant.

1. Open Membership Products

In Account Settings, open the Membership Products tab. The list shows Price (ex tax) and Tax Amount.

Tax Amount

2. Create Membership Product

Choose Create Membership Product.

Create Membership Product

3. Set tax and membership months

Enter Price (ex tax), Tax Amount, and Membership Months. Months control how long membership lasts when the product is completed.

Tax Amount

4. Confirm the saved membership product

After you save, the membership product view shows price, tax, and months.

Tax Amount

Connected actions

Membership Create and Update forms use these products when an entry is completed. Payment and approval behaviour is covered under Forms and products.

Setting up product groups

Group fee products so a form can offer a choice of products at request time.

1. Product Groups tab

In Account Settings, open Product Groups and choose Create Product Group.

Create Product Group

2. Selection Option

Choose One or Many to control whether the member picks a single product or several from the group.

Selection Option

3. Products

Add the products that belong in the group.

Products

4. Product group page

After you save, the product group page shows the selection option and linked products.

Registration fee options

Connected actions

A form can charge a single product or a product group under Payments Settings. Payable submit sends the entry to Pending Payment until paid.