# Add a member to a plan and bill their dues > Put somebody on a plan, bill or waive the join fee, and bill each dues period as it comes due. Dues are ordinary invoices, so they pay the same way. Source: https://www.aerscheduler.com/docs/billing/add-a-member-to-a-plan Section: Billing and payments. For: Owners, Admins. `People → the person → Billing` (web console). Click Add to a plan in the Membership card, then Bill on the join fee row and Bill now on each dues period as it comes due. A dues invoice is an ordinary invoice, so it shows up on Billing and pays through the same link as a flight. **Who can do this:** Owners, Admins You need at least one plan to exist first. See [Set up membership plans and dues](https://www.aerscheduler.com/docs/billing/set-up-membership-dues). ## Add somebody to a plan 1. **Open the person's Billing tab** People, then the person, then Billing. The Membership card sits above their Invoices card. ![Person record, Billing tab](https://www.aerscheduler.com/docs/person-membership-card.png) 2. **Click Add to a plan** 3. **Choose the plan and decide Start it now** Leave Start it now off and you get a Not started membership: it is on their record, and it accrues nothing until you start it. 4. **Waive the join fee if you are comping it** There is a Waive the join fee option in the same dialog. 5. **Click Add to plan** The plan's prices are snapshotted onto the membership at that moment. Raising the plan's price later never re-prices them. A person can hold one live membership at a time. To move somebody between tiers, use Change plan rather than adding a second one. ## Bill the join fee If a join fee is owed and was not waived, the Join fee row shows a Bill button carrying the amount. Click it and the join fee is raised as an invoice. ## Bill a dues period When a period comes due, the Next period row shows Bill now. Click it and that period is invoiced. Each period lands in the dues history ledger underneath: | What the row shows | Meaning | | --------------------------------------- | ----------------------------------------------- | | An **Owed** chip | Due, not yet invoiced | | No chip, just the period and the amount | Billed. This is the normal finished state | | A **Waived** chip | Comped, and recorded as comped | | A **Failed** chip | The attempt did not go through, with the reason | > **Note:** A billed period is the one with nothing next to it. There is no "Billed" chip, so an > unmarked row is the period that went through, not one that was missed. To open the invoice > itself, go to `Billing` (web console) and find it by the member's name. > **Note:** A period is billed because the membership's own cursor says it is due, not because of what > today's date is. That is also why a period can only ever be billed once: the nightly sweep, > a retry and you pressing Bill now all land on the same key, and only one of them wins. Bill > now on a period that has already been billed is refused, which is correct rather than > broken. To have periods raised for you overnight, switch on Bill dues automatically. Remember it is opt in twice: on the plan, and on this membership. ## Waive a period Waive comps that period. It stays in the ledger marked Waived, so the history still shows what happened and why the member was not charged. ## Pause, resume, change plan or end | Action | What it does | | ----------- | ------------------------------------------------------------------ | | Pause | Suspends the membership. Nothing accrues. | | Resume | Puts it back to active. | | Change plan | Moves them to another plan at today's price, from the next period. | | End | Cancels the membership. | > **Careful:** A paused membership does not carry the tier's booking window. A paused member falls back to > no booking limit rather than to the strictest one, so pausing somebody for non-payment does > not restrict what they can book. Ending a membership and later putting the same person back on a plan creates a new membership. It does not revive the old one, and the old dues history stays where it is. ## When a period fails A failed period is kept, not deleted. It shows in the ledger as Failed with the reason, and carries a Retry button. The membership's cursor still moves on past a failed period, so the automatic sweep does not sit there retrying the same one forever. Fix the cause, then press Retry by hand. ## What the member can see On their own profile a member sees a read-only membership card: plan name, status, the dues line, next dues, member since, recent dues periods, a note if a join fee is owed but not yet invoiced, and a note if the agreement is not recorded as on file. > **Note:** The Membership card on the People record is admin only, even when the member is looking at > their own record. That is why a member sees their membership on their profile and not > there. ## Membership agreement on file The Membership agreement on file toggle is a record for your files. AerScheduler does not collect signatures, and nothing about the member is blocked while it is unticked. ## Nobody can join or cancel themselves Every membership change is an admin action. There is no way for a member to join a plan, move tier, or cancel from their side. If somebody wants to leave, they email you and you press End. ## Finding a dues or join fee invoice Dues and join fee invoices are ordinary invoices. Open `Billing` (web console), set the date range around the period, and find it by the member's name. They pay through the same link as any other invoice, and they count in the Revenue and Payments received reports. ## Related - [Set up membership plans and dues](https://www.aerscheduler.com/docs/billing/set-up-membership-dues): Building the plan this member is joining. - [Chase an unpaid invoice](https://www.aerscheduler.com/docs/billing/chase-unpaid-invoices): Dues invoices are chased like any other.