Viewing active membership fee plans

In 4planning you can easily view an overview of every active membership fee plan within your organisation. This helps you manage payments and subscriptions properly.

Where do you find the fee plans?

1. Go to Finance in the left-hand menu.
2. Click Membership fees.

You land on the page with all existing fee plans.

What does the overview show?

The overview lists every active and previously created plan. For each plan you see:

• The plan name.
• The amount members pay.
• The interval (monthly, quarterly or yearly, for example).
• The pre-notice — the announcement members receive before the payment is collected.
• The plan's status.

This gives you a quick view of all membership fees within your organisation.

Archiving a fee plan

When a fee plan is no longer used, you can archive it.

• Open the plan in question.
• Choose Archive.

The plan stays in your administration but can no longer be used for new members.

Why archive?

• Financial history is preserved.
• A clear view of active plans.
• Fewer mistakes when sending new invitations.

Tips for effective use

• Check regularly whether plans are still current.
• Use clear names.
• Archive old plans.

Good to know

• Archiving does not remove existing subscriptions.
• Members with an active subscription stay linked.
• You can always create new plans.