> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/membership-setup-overview/setup-paid-membership.md). # How to Set Up Billing for a Paid Membership ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Membership Program**: You must have a membership program created (or be in the process of creating one). See: [How to Create a Membership Program](/products/control-panel-overview/membership-setup-overview/create-membership-program.md). * **Payment Processor**: At least one processor must be connected. See: [How to Link a Payment Processor](/products/control-panel-overview/admin-overview/link-payment-processor.md). * **Tax Groups**: Tax can be configured at the platform level (Tax Settings) as a default, or at the program level when specific rules apply. See: [How to Configure Tax Groups](/products/control-panel-overview/admin-overview/configure-tax-groups.md). * **Pricing Structure**: Know the dues amount, initiation fee (if any), and billing frequency. ### Instructions 1. Navigate to [**MEMBERS > Manage Membership Programs**](https://control.peoplevine.com/admin_membership_list.aspx). > **Note (Pro Dash):** Navigate to **REWARD > Manage Membership Programs**. 2. Click **EDIT** next to an existing program, or click **NEW MEMBERSHIP PROGRAM** if creating a new one. 3. In **Billing for this Membership**, select **Paid Subscription** as the membership type. 4. Configure pricing: * **Assign a Service Fee** — Optionally link the membership to an existing billing service record. * Enter the dues amount for each frequency you offer. Set any frequency to **0** if that option is not offered. | Field | What to Enter | | ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Monthly** | Monthly dues amount (e.g., $250 paid every month) | | **Quarterly** | Quarterly dues amount | | **Semi-Annual** | Semi-annual dues amount | | **Annually** | Annual dues amount (e.g., $1,200 paid once a year) | | **Initiation Fee** | One-time enrollment fee (set to 0 if none) | | **Service Fee** | Credit card surcharge percentage (e.g., 3 for 3%). See: [How to Set Up a Service Fee](/products/control-panel-overview/membership-setup-overview/setup-service-fee.md) | * **Prorate Billing** — Enable to automatically prorate the first charge to the 1st of the month or billing cycle. See: [How to Set Up Prorated Billing](/products/control-panel-overview/membership-setup-overview/setup-prorated-billing.md). 5. Click **CREATE** (new program) or **UPDATE MEMBERSHIP** (existing program). ### Best Practice **One program per billing frequency.** If you offer both monthly and annual billing, create separate programs (e.g., "Gold — Monthly" and "Gold — Annual") rather than enabling multiple frequencies within a single program. Separate programs give each frequency its own SKU — enabling targeted renewal campaigns, cleaner reporting, and correct accounting treatment for annual dues (deferred revenue). > **Note**: Start with **Full-Service/Admin Only** enrollment to verify billing amounts and tax calculations before opening self-signup. ### What Happens Next * **On the system side**: The program is available for enrollment. When a member is enrolled, the system automatically creates a subscription record under [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions) and schedules the first billing charge. * **Next step**: Configure additional program options such as guest pass allocation, family memberships, or service fees. See: [How to Configure Guest Pass Allocation](/products/control-panel-overview/membership-setup-overview/configure-guest-pass-allocation.md) or [How to Set Up a Service Fee](/products/control-panel-overview/membership-setup-overview/setup-service-fee.md). *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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