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:

FieldDescription
Paid Dues SinceThe date when this person first became a dues-paying member
Paid Dues Expires AtWhen 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 ValueWho It Matches
YesMembers whose paid_dues_expires_at is in the future - currently paid up
NoMembers who have never paid dues OR whose dues have expired
LapsedMembers 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:

TypeHow It Works
Monthly (Recurring)Automatic monthly charges until cancelled
UpfrontPay for a longer period at once (e.g., 6 months or 1 year of dues)
One-timeSingle 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:

  1. Go to the person's profile in the People section
  2. Click on the dues field value (it will show "Empty" or the current date)
  3. 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_at field

Use exports to reconcile with external accounting systems or generate dues reports.