How Do I Create an Early Payment Discount for a Membership Category?

Navigation: Payment Options > Membership Categories

Step 1: To begin the process of creating an early payment discount for a Membership Category, hover over ‘Payment Options’ in the main menu and select ‘Membership Categories’ in the drop-down menu that appears.  

Step 2: Next, select ‘Add new’.

Step 3: A text box will then appear with the options for setting up your Membership Category.

One of the questions you will be asked is, ‘Offer an early payment discount?’ – select, ‘Yes’.

Step 4: Once you have selected ‘Yes’ additional fields will appear.

Here, you can select whether to discount the price by an amount or a percentage. Whichever you select, you will then insert a number that you wish to discount the price by.

You will also select the date that payment is required on or by to be eligible for the discount. Once this date passes, so will the opportunity for a discounted rate.

Step 5: Once you are happy with your choices and the rest of the Membership Category settings, click ‘Save and Finish’.

Alternatively, to amend an existing Membership Category so that it offers an early payment discount, follow these steps.

Step 1: Hover over ‘Payment Options’ in the main menu and select ‘Membership Categories’ in the drop-down menu that appears.  

Step 2: Next, select ‘Edit’ which can be found next to the Membership Category in question on the right-hand side.

Step 3: A text box will then appear with the existing options selected for the Membership Category.

Scroll down to the question, ‘Offer an early payment discount?’ and select, ‘Yes’.

Step 4: Once you have selected ‘Yes’ additional fields will appear.

Here, you can select whether to discount the price by an amount or a percentage. Whichever you select, you will then insert a number that you wish to discount the price by.

You will also select the date that payment is required on or by to be eligible for the discount. Once this date passes, so will the opportunity for a discounted rate.

Step 5: Once you are happy with your choices and the rest of the Membership Category settings, click ‘Save and Finish’.

You will now have successfully added the option for an early payment discount to your Membership Category.