We've just added a new feature to the Billing Configuration so that organizations who allow members to switch to a new plan at renewal can restrict them to only plans that have higher dues. All you have to do is check the "Restrict plan changes to higher dues plans" checkbox to turn it on. (And the "Offer Plan Change at Renewal" box of course.)
The comparison works by comparing "annualized" dues. For example, if a member is currently in a plan that charges $100 per year but the org offers a monthly plan that charges $10 per month, the monthly plan will show up ($120/yr). If the org offers a two-year plan at $150 per term, it will not show up ($75/yr).
The comparison also takes into account tiered dues (provided that the member has a valid employee count) and dues overrides.
Please let us know if you have any questions about this.
We have implemented a function to compute a member's dues based on their employee count when tiered membership is in place.
On the screen where you create/edit tiers, there are now fields for "Rate", "Rate Threshold" and "Sample number of Employees."
The rate is how much per employee they want to charge (e.g., $2/employee) If you leave it as 0.00, the tiers behave the way they always have when using traditional membership plans.
Rate Threshold is the minimum number of employees at which you start charging that rate (e.g., $20 in dues until you have 50 employees and then $2/employee for each employee over 50).
The sample number of employees allows you to preview how much a member of a particular employee count would be charged with and check that your settings match your expectations.
For example, if you have a range from 50-100 and Dues of $50 with a Rate of $2.00 and Rate Threshold of 60, a member with 55 employees would be charged $50, while a member with 75 employees would be charged $80 = ($50 + (15*$2)).
We are currently only allowing superusers to adjust the rate settings until we are sure its correct for you. If you would like full access, we can arrange that too.
Please also let us know if you have any questions or if you run into any errors.
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