Each organization has a unique membership structure. Fonzip offers a flexible system designed to support any type of membership dues structure.

In Fonzip, dues can be set on an annual or monthly basis. To configure this, you need to make a system-wide setting:

Membership Dues > Settings > Billing Period from the left-hand menu.

By default, annual dues are pre-set. Based on your selection, the system’s filters and reporting fields will also be updated accordingly.

If you want to assign the same dues amount to all members at the beginning of the year, you can do this once by going to:

People & Organizations > Debt/Payment Transactions > Add Debt and assign the annual dues to all members at once.

For a once-per-year operation, we do not recommend using automation.

If you want to assign the same dues amount to all members every month, you can create a debt assignment automation in:

People & Organizations > Automation Robots, configured to run on the day of each month you want to add the dues.

If you want to assign different dues amounts for different membership types, you first need to create a field to store these membership types:

People & Organizations > Information Fields, and define your membership types as a selectable list.

Later, when adding bulk membership dues or using automation robots to assign dues, you can filter by these membership types and assign the appropriate amount for each type.

If each member has a different dues amount, you need to create a field to store this information:

People & Organizations > Information Fields, and define the amount either as a selectable list or number.

If you allow members to edit this field, they can determine the amount they will be billed.

When adding bulk membership dues or using automation robots, you select this field as the dues amount. The system will assign the dues equal to the value stored in this field for each member.

If you want to assign dues on different dates, or on different days of the month, this is also possible using information fields.

Create an information field named Billing Date in a Day & Month format, and assign each member’s billing date to this field. Then, in automation robots, create a daily dues assignment task that runs at a specific time, with the condition Billing Date = today. Each day, the system will automatically assign dues to members whose billing date matches that day and month.

Create an information field named Billing Day in number format, and restrict its values to 1–28. Then, in automation robots, create a dues assignment task for each day of the month (e.g., Billing Day = 1, 2, 3…), running at a specific time. Each month, the task will assign dues to members whose billing day matches the current day.

Note: You will need to create multiple automation robots for different days. After creating the first one, you can use Actions > Duplicate to copy the task and adjust it for other days.

This setup allows fully flexible membership dues management, supporting varying amounts, membership types, and custom assignment schedules for NGOs.

Fonzip is a system that manages both members and non-member people & organizations. Therefore, you must always differentiate your members using either tags or information fields.

When adding dues, whether through automation or manually in the People & Organizations list, always use these tags or information fields to filter and ensure that only the correct members are included.