Dues Membership
Dues membership tracking lets you manage who's paid up, who's lapsed, and who needs a reminder. Members can set up recurring dues payments through your donation pages, and you can track their status across your entire database.
Dues Fields on People
Each person in your database has two dues-related fields:
| Field | Description |
|---|---|
| Paid Dues Since | The date when this person first became a dues-paying member |
| Paid Dues Expires At | When their current dues period ends - after this date, they're considered lapsed |
These fields update automatically when someone makes a dues payment through a donation page, or you can set them manually from a person's profile.
Filtering by Dues Status
The filter builder includes a Is Active Dues Payer filter under Finance that lets you quickly segment your list:
| Filter Value | Who It Matches |
|---|---|
| Yes | Members whose paid_dues_expires_at is in the future - currently paid up |
| No | Members who have never paid dues OR whose dues have expired |
| Lapsed | Members who previously paid dues but have since expired - these are your re-engagement targets |
You can also filter directly on the Paid Dues Expires At date field for more specific queries using date comparisons (before, after, between specific dates).
Dues Payment Options
Members pay dues through Donation Pages. The system supports multiple payment types:
| Type | How It Works |
|---|---|
| Monthly (Recurring) | Automatic monthly charges until cancelled |
| Upfront | Pay for a longer period at once (e.g., 6 months or 1 year of dues) |
| One-time | Single payment for a set dues period |
When someone makes a dues payment, their paid_dues_since and paid_dues_expires_at fields update automatically based on the payment type and amount.
Managing Dues Manually
You can edit dues fields directly on a person's profile:
- Go to the person's profile in the People section
- Click on the dues field value (it will show "Empty" or the current date)
- Enter the new date and save
This is useful for:
- Importing historical dues data
- Honoring dues payments made outside the system
- Correcting errors
Exporting Dues Data
When you export your member data, the export includes:
- Paid Dues Since - when they started paying
- Dues status is derivable from the
paid_dues_expires_atfield
Use exports to reconcile with external accounting systems or generate dues reports.
Updated about 11 hours ago
