---
title: "Browser: Membership Settings"
description: Configure Membership Settings in Club Caddie Browser — billing schedule, validation rules, charge account behavior, convenience fees, invoice formatting, and more.
---

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1. [Club Caddie](https://support.clubcaddie.com/?hsLang=en)
2. [Browser](https://support.clubcaddie.com/browser?hsLang=en)
3. [Settings](https://support.clubcaddie.com/browser?hsLang=en#settings)

October 12, 2026

# Browser: Membership Settings

## Where membership classes and billing settings live in the Browser

##### **Overview**

**Membership Settings** holds the membership billing settings that apply to your whole facility: which day classes bill, invoice options, charge accounts and convenience fees. Settings for each class, such as how often it bills (**Due Type**), how much (**Due Amount**), **Prorate on Sale** and **Processing Fee**, live in **Class Management** instead.

##### **Before you start**

Some billing fields on this page, such as **Billing Methodology** and **Monthly Billing Day**, appear greyed out, so you can't change them here.

##### **Open Membership Settings**

1. Select the **Settings** gear at the left edge of the screen, then select **Membership Settings**.
2. The page opens on the **Membership Setting** tab. The **Late Fee** and **Multi-Ledger Management** tabs sit beside it.  
   ![](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/browser-membership-bill-till-date-01--1.11.2.png?width=670&name=browser-membership-bill-till-date-01--1.11.2.png)

##### **Choose when classes bill**

1. On the **Membership Setting** tab, find **Bill Classes On Billed Till Date**.  
   ![](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/browser-membership-bill-till-date-01--1.11.2-annotated.png?width=670&name=browser-membership-bill-till-date-01--1.11.2-annotated.png)
2. Select the check mark to turn it on, or the X to turn it off.

With the setting on, a member's class is billed on their Billed Till Date. With it off, the class is billed the day after. The setting also moves the billing date for classes on a custom billing schedule. It applies to all members at your facility. [Browser - Membership: Bill Till Date](https://support.clubcaddie.com/browser-membership-bill-till-date?hsLang=en) has the custom schedule dates, examples, and shows where to check a member's Billed Till Date.

##### **Set invoice options**

1. On the **Membership Setting** tab, find **Invoice Due After Days**.
2. Enter how many days a member has to pay before an invoice is overdue, then select **Add Invoice Due After Days**. Late fees use this same window.
3. Turn on the invoice options you want: 
     - **Show Order Details In Invoice** shows line-item order detail on the invoice.
     - **Show Order Location Name on Ledger and Invoice Details**.
     - **Show Notes on Invoice and Statements** shows notes on invoices and statements.
     - **Prevent Online Invoice Payments** changes the invoice email so it doesn't invite the member to pay online.
     - **Enable Sub-Member Limit** turns on the sub-member limit. The number of sub-members allowed is set for each class in **Class Management**.

##### **Set charge account and convenience fee options**

1. On the **Membership Setting** tab, find the charge account switches and turn on the ones you want: 
     - **Disable Membership Charge Account By Default**: when it's on, new members don't get charging privileges automatically.
     - **Require Chart of Account For Membership Ledger Adjustments** asks for a chart of account on membership ledger adjustments.
     - **Allow Date-Specific Ledger Adjustments** lets you post a ledger adjustment to a specific date.
2. In **Charge Convenience Fee For Membership Payments**, choose **Inherit**, **True** or **False**. **Inherit** uses your facility's default. **False** doesn't charge a convenience fee on member portal payments or automatic invoice payments.
3. Set the **Charge Convenience Fee For Membership Payments On Credit Cards** switch. It works together with the choice in step 2.
4. In **Convenience Fee Percentage For Membership Payments**, enter the percentage, then select **Submit**.

##### **Common Questions**

**Where do I set how often dues bill?**

In **Settings** \> **Class Management**. **Due Type** is set on each class: monthly, quarterly or annually.

**Does a class prorate when someone joins online?**

When **Prorate on Sale** is on for the class in **Class Management**, an online sign-up is prorated automatically. Proration runs to a calendar date: December 31 for annual classes, and March 31, June 30, September 30 or December 31 for quarterly classes, or to the class's expiration date if that comes first.

**When does a late fee post?**

After the **Invoice Due After Days** window closes, on the next daily billing run. For example, with **Invoice Due After Days** set to 20 and an invoice created on the 1st, an unpaid balance gets its late fee on day 21.

**What can stop a late fee from posting?**

Two things to check first: an invoice that shows as paid, even from a payment applied by mistake, no longer triggers a late fee, and the **Don't bill if** fields in the **Late Fee** setup can hold the charge back.

**What does Billed Till Date mean?**

It's the date a member's dues are covered through, and the system uses it to decide when to bill next. The **Bill Classes On Billed Till Date** setting decides whether that bill falls on the Billed Till Date or the day after.

**When does Billed Till Date update?**

The billing job runs once a day, in the early morning, and moves the Billed Till Date in the same run. Check the member again after the next run.

**Where are the bulk invoice tools?**

Further down the **Membership Setting** tab: **Email Member Invoice**, **Bulk Export Invoice** and **Bulk Export Print Invoice**, plus the **AutoPay Billing Policy** and **Invoice Footer Text** boxes, each with its own **Save** button.

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