US Membership Dues +
Tiered dues, chapter/affiliate rollup, renewals, member portal and non-dues revenue for US 501(c)(6) associations
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US Membership Dues +
Tiered dues, chapter/affiliate rollup, renewals, member portal and non-dues revenue for US 501(c)(6) associations
Tiered dues, chapter/affiliate rollup, renewals, member portal and non-dues revenue for US 501(c)(6) associations
Key Features
Tiered dues schedules - define organization, individual, stu
Tiered dues schedules - define organization, individual, student, retired and honorary tiers, each with its own dues amount, billing period (annual, semi-annual, quarterly or monthly), voting rights and included seat count. First-period dues can be automatically prorated to the join date.
Chapter and affiliate rollup - model a national
Chapter and affiliate rollup - model a national body with state and local chapters in an unlimited hierarchy; member counts, dues, chapter rebates and non-dues revenue roll up recursively from every affiliated sub-chapter.
Chapter dues rebates - each tier carries a
Chapter dues rebates - each tier carries a chapter rebate percentage, so every dues charge is split to the penny between the national share and the chapter share, with a per-chapter override where a chapter negotiates its own split.
Renewal lifecycle - members move through prospect, active,
Renewal lifecycle - members move through prospect, active, grace, lapsed, resigned and expelled states; a paid-through date drives automatic transitions and a scheduled job walks the roster nightly to move lapsing members into grace and then lapsed status. An unpaid renewal shows the grace status before the lapse, and a lapsed member who pays the arrears is active again without a new charge.
Batch dues run - a wizard generates the
Batch dues run - a wizard generates the next dues charge for every member falling due inside a date window, respecting each tier's billing period and proration rules.
Batch renewal - renew many members at once,
Batch renewal - renew many members at once, extending each paid-through date by the tier's billing period and posting the split dues charge.
Self-service member portal - members sign in and
Self-service member portal - members sign in and see their tier, chapter, paid-through date, standing and full dues history from the Odoo portal.
Non-dues revenue ledger - record sponsorships, advertising,
Non-dues revenue ledger - record sponsorships, advertising, event fees, merchandise, certification, royalty, rental and investment income against a member or chapter, with automatic UBIT suggestions so unrelated business taxable income is separated from exempt-function revenue for Form 990-T. Rents from real property are not suggested as UBIT and personal-property rentals are (IRS Publication 598).
Member statement report - a printable QWeb statement
Member statement report - a printable QWeb statement of a member's dues charges and payment status on the association letterhead.
Configurable policy - grace period length, default chapter
Configurable policy - grace period length, default chapter rebate and the membership-year start month are company settings.
Screenshots
Why Choose This Module
Association management purpose-built for United States trade and professional associations organized under Internal Revenue Code section 501(c)(6). Generic CRM and membership add-ons force associations to bolt federated chapters, tiered dues schedules and non-dues revenue onto tools that were never designed for them. This application implements the real US association model: a national body with affiliated state and local chapters, tiered dues with chapter rebates, renewal lifecycles with grace and lapse handling, a self-service member portal, and a non-dues revenue ledger with unrelated-business-income (UBIT) flagging for the Form 990-T.
Specifications
- Compatible: Odoo 18.0 / 19.0 / 20.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: mail, portal
- Support: support@pokutsoft.com
Update date: 2026-10-20
User guides (PDF)
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