I have been struggling to make this work, but potentially my initial logic is flawed. Hoping you can suggest a correction or change.

Membership parameters:

• New member initiation fee: $30 (non-taxable)
• Non-taxable portion: $75
• Taxable portion: $125 (varies by province)
• Plan follows a calendar year

Part 1:
I set up a parent plan with an initial fee of $105 and a renewal of $75, tax does not apply.
I set up a child plan with a fee of $125, tax calculated by province.

A new registration works correctly, with both items being required to subscribe. Once subscribed the user only sees the child plan in their profile and renewals can be processed without the parent. This is the issue as both plans should be displayed and be required on renewal.

Part 2:
The process gets a little more complex as there are renewing members (from the previous system) that need to be brought into the new plans, but do not get charged the initiation fee.

Your help is appreciated.

Ed

To complicate but explain the situation better, I have attached a series of screenshots to show the process.

1. A new member can select an annual plan or a monthly plan (separate parent/child plans).
2. The plan costs work correctly and the billing includes all parts.
3. Contrary to what I initially said, both plans show up in the user's account when processed.
4. I rolled the year back by one in both subscriptions to see the renewal notice. You will notice that only the Parent plan is shown to renew at login.
5. Processing the renewal payment, provides access to the site and reviewing the subscriptions shows only the Parent is renewed, the child is outstanding, but access is granted.

Can this be corrected to require both to be renewed for access?

Thanks,

Ed

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Thanks Kyle.

Yes I spent a day trying most configurations to get it to work, and that is why I went with the Parent-child option. It actually plays better in this scenario, as the non-taxed portion is the local branch's part and the taxed portion is the national association's part.

If there is a way to force the child renewal requirement, I think that would be optimal in this case.

Ed