Getting Started with Managing Subscriptions and Membership Dues

This topic describes how to create and order subscription and membership dues products. Subscription and membership dues products are very similar in that they both generally recognize revenue over a period of time. A subscription’s revenue is recognized each time an issue is sent out, and a membership’s revenue is spread out over the membership period. Both products include additional functionality beyond a standard product.

Membership products, in addition to functioning like subscriptions in terms of how they are fulfilled, and their revenue recognize, also update a person’s or company’s membership type when purchased through the Aptify Order Entry system.

Some articles in this section display content specific to the Smart Client application, as not all the functionality is currently available in the Aptify Web application.

This topic covers the following sub-topics related to Subscription and Dues management:

• Managing Subscriptions
  • How to Work with Subscriptions
  • Best Practices for Setting Up Subscription Products
  • Best Practices for Partial Subscriptions
  • Creating Subscription Products
  • Placing an Order for a Subscription Product
  • Setting Up a Subscription Delivery Schedule
  • Transferring a Subscription
  • Processing Replacement Issue Requests
  • Fulfilling a Subscription
  • Generating Subscription Fulfillment Output
• Managing Membership Dues
  • Best Practices for Membership Dues
  • Creating a Dues Product
  • Establishing a Membership Start Date and Turnover Date
  • Placing an Order for Membership Dues
• Renewing a Subscription or a Membership
  • Using the Subscription Renewal Wizard
  • Auto-Renewing Subscriptions
• Cancelling Subscriptions and Membership
  • Canceling a Subscription or Membership Dues Order
  • Marking a Subscription As Cancelled
• Understanding Subscription and Membership Dues
  • About the Subscription Management Services
  • Understanding the Membership Director Role-based Profile
  • About Subscription Succession
  • About Subscription Entity Attributes
  • Note Concerning Company Subscriptions and Dues
  • About the Subscriptions Management Forms