Pro Rate

  • gary meadows
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8 years 7 months ago #87306 by gary meadows
Pro Rate was created by gary meadows
how can i get membership pro to calculate and adjust the price of a fixed end date plan? let say if the plan end date is dec 31 and the plans cost is 365 year.. but signs up on August 31.. my organization wants it to pro rate the cost... can this be done?

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8 years 7 months ago #87331 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Pro Rate
Hi Gary

At the moment, the Pro rate feature is not supported yet. However, that's something we can try to add support for in the next release 2.7.0.

Could you please let me know how the rate should be calculated ? Base on the remaining days? For example, in your case, each day will cost 1$?

Tuan

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8 years 6 months ago #88361 by brilliantweb
Replied by brilliantweb on topic Pro Rate
Hi

I also need this.

A simple days remaining calculation would be easy to use, so please implement that quickly.
Later, it would be useful to use business rules. E.g. if the signup falls in the first half of the membership period, charge 50%. After that, charge 25%.

Regards
Brendon
The following user(s) said Thank You: Paul Kock

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8 years 6 months ago #88416 by Brian Lisle
Replied by Brian Lisle on topic Pro Rate
I would also like a simple prorate based on date - we would like to have the plan price be prorated 50% if a person signs up between July 1 and Dec 31.

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8 years 6 months ago #88437 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Pro Rate
Maybe allow defining the duration like this would be more flexible:

1. Sign up after Date 1, Price 1


2. Sign up after Date 2, Price 2

3. Sign up after Date 3, Price 3

Trying to find out a best way to implement this feature so that it can be easy to use and flexible for everyone

Tuan

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8 years 6 months ago #88439 by Paul Kock
Replied by Paul Kock on topic Pro Rate
In my case (monthly recurring payments with potential for clients to need to upgrade and/or downgrade in the middle of a period/cycle), it would be great to automatically take the "Price" for the current subscription plan, divide it by the number of days in "Subscription Length" to get the price per day, multiply that price per day by the remaining days before end of payment cycle/expiration date and apply it to the new subscription (or refund if needed for a cancellation).

I just installed Membership Pro and am still getting everything up and running, but it doesn't appear there is currently an easy way to do this. It seems like it should be doable since all the variables are readily available, but my background isn't in coding so correct me if I'm wrong...

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8 years 5 months ago #89658 by Brian Lisle
Replied by Brian Lisle on topic Pro Rate

Tuan Pham Ngoc wrote: Maybe allow defining the duration like this would be more flexible:

1. Sign up after Date 1, Price 1


2. Sign up after Date 2, Price 2

3. Sign up after Date 3, Price 3

Trying to find out a best way to implement this feature so that it can be easy to use and flexible for everyone

Tuan


That would work fine in my case, but for the most flexibility you may want to have both this method and Paul's method available. I can see how his way would also be useful.

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8 years 5 months ago #89663 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Pro Rate
I have decided that we will add pro rate cost for the plan with 3 options:

1. No (default), will work in the same way with how it works at the moment

2. By Days (so the price will be calculated base on the remaining days)

3. By Month (price will be calculated by remaining months)

I guess I will need your help for testing it (I think next week) to make sure it is working as expected. Anyone have sometime next week (maybe by the end of next week) can can help with testing would be great

Regards,

Tuan

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8 years 5 months ago - 8 years 5 months ago #89686 by Brian Lisle
Replied by Brian Lisle on topic Pro Rate

Tuan Pham Ngoc wrote: I have decided that we will add pro rate cost for the plan with 3 options:

1. No (default), will work in the same way with how it works at the moment

2. By Days (so the price will be calculated base on the remaining days)

3. By Month (price will be calculated by remaining months)

I guess I will need your help for testing it (I think next week) to make sure it is working as expected. Anyone have sometime next week (maybe by the end of next week) can can help with testing would be great

Regards,

Tuan

That sounds like it would work well. The only additional thing I can think of is that we would only want to pro-rate a fixed amount for the 2nd half of the year - IE if someone signs up between July - December it would be 1/2 price, no matter when during that period they signed up. Maybe add the function of after a certain date the price is... ? (This way, you could also go the other way, IE raise the price for signing up later. Can't think of why you'd want to do that, but this way you could.)
And one other thing.. will this apply just to new members, or renewals? We only need it to apply to new memberships. (May want to have an option dropdown - apply to new, apply to renewal, apply to both.)
Last edit: 8 years 5 months ago by Brian Lisle.

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8 years 5 months ago #89723 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Pro Rate
Sorry Brian. Could not think of an easy way to implement it as you said (choosing the date to appy 50% discount as you said). So I will go with basic implement for now

And Yes, this will only affect new subscription, not renewal

Tuan

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