| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1632 |
| Technical Name |
us_membership_dues_chapter_management |
| License | OPL-1 |
| Website | https://pokutsoft.com |
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 due
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 the
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 s
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.
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
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: mail, portal
- Support: odoo@gencbaris.com
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1632 |
| Technical Name |
us_membership_dues_chapter_management |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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