What Is Rebate Payments?
Rebate Payments is a Glue Up feature that divides membership fee income between your Parent (Umbrella) Organization and its Chapters. Instead of manually calculating in sheets and transferring each chapter's share, you set up the rules, and the system does the math for you when you want it.
The feature has three parts, each living in a different part of your account:
- Chapter Settings → Rebate Setting
- Chapter Management → Rebate Calculator
- Finance → Rebate Payments
Setting Up Rebate Rules
Rebate rules define how a payment is divided between the Parent Organization and a Chapter. You'll find and manage them under: Chapter Settings → Rebate Settings and click Create Rule.
Each rule specifies a name, type (Fixed Amount or Percentage) and which membership types it applies to.
Note: If installment payments are enabled for a membership type, only Percentage-based rules can be applied to those installment amounts. Fixed Amount rules are not supported for installments.
All your rules are listed on the Rebate Settings screen, with the following information:
- Rule Name
- Type
- Rule (the configured split, eg. $25 goes to the Parent Organization, the rest to the Chapter)
- In Use (how many membership types use this rule, out of the total available, eg. 3/100)
From the Action column on any rule, you can only delete the rule.
Using the Rebate Calculator
Once your rules are set up, use the Rebate Calculator to review how much is owed to the Parent Organization and to each Chapter for a given membership type and time period before confirming the rebate.
Go to Chapter Management → Rebate Calculator and select the membership types, rules will be auto filled based on the previous selection, and lastly select the period. If your Organization has multiple currencies enabled, select the currency you want to calculate in.
Click Calculate Rebate.
Reading the Results
Results are grouped by Chapter and show the selected Period, Rule, Membership Type, Chapter, Total Amount to rebate, Parent Share, Chapter Share, and Chapter fee. The bottom of the table shows running totals across all chapters, plus the total number of payments included in the rebate.
Note:In some cases, the calculator will flag payments it cannot include. The banner will display the explanation/reason.
Review the totals at the bottom of the calculator, and click Confirm Rebate.
Once confirmed, the rebate moves to Finance → Rebate Payments and can no longer be edited from the
calculator.
View Rebate Payments
Every confirmed rebate appears in: Finance → Rebate Payments.
Use the Filters panel to narrow down the rebate list by period, chapter, membership type, and created by. You can also export, go to Rebate setting, and manage displayed columns.
If a payment included in a confirmed rebate is later voided or refunded, the system will display the banner to
recalculate.
Rebating a Payment Directly
You can also trigger a rebate from an individual payment, without going through the calculator:
- Go to Finance → Payments
- Find a ”Completed” payment, open its Action menu or you bulk select
- Select Rebate Payment