How Paid Up to Date Works

The Paid Up to Date shows the period a member has paid for. Membership payments are treated in advance.
For example, a payment made in May covers June.

📌 Note: When a member first joins, the Paid Up to Date remains empty until the first payment is collected.

First Payment Collection via Stripe

Stripe collects the first payment immediately at the point of joining. The Paid Up to Date is then set based on the payment frequency.

Example – Member joins in September 2021

Paying Every	First Payment Collected	Paid Up to Date After First Payment	Second Payment Collected	Paid Up to Date After Second Payment
Month	September 2021	30 September 2021	October 2021	31 October 2021
Year	September 2021	30 September 2022	September 2022	30 September 2023
Quarter	September 2021	30 November 2021	November 2021	28 February 2022
Half Year	September 2021	28 February 2022	February 2022	31 August 2022

First Payment Collection via GoCardless (Joining Before the 22nd)

GoCardless requires time to set up the direct debit.
If a member joins before the 22nd, the first payment can be processed in the same month.

Example – Member joins before 22 September 2021

Paying Every	First Payment Collected	Paid Up to Date After First Payment	Second Payment Collected	Paid Up to Date After Second Payment
Month	September 2021	30 September 2021	October 2021	31 October 2021
Year	September 2021	30 September 2022	September 2022	30 September 2023
Quarter	September 2021	30 November 2021	November 2021	28 February 2022
Half Year	September 2021	28 February 2022	February 2022	31 August 2022

First Payment Collection via GoCardless (Joining On or After the 22nd)

If a member joins on or after the 22nd, the payment setup cannot be completed in time, so payments start the following month.

Example – Member joins on or after 22 September 2021

Paying Every	First Payment Collected	Paid Up to Date After First Payment	Second Payment Collected	Paid Up to Date After Second Payment
Month	October 2021	31 October 2021	November 2021	30 November 2021
Year	October 2021	31 October 2022	October 2022	1 October 2023
Quarter	October 2021	31 December 2021	December 2021	31 March 2022
Half Year	October 2021	31 March 2022	March 2022	30 September 2022

📌 Note:

When payments use other methods (e.g., standing orders), they must be reconciled using an EFT Batch. Posting the batch updates the Paid Up to Date.

How the Paid Up to Date Is Calculated

The system takes the month and year the payment belongs to and adds months based on the RPI frequency.

Example Calculation

If a payment for September 2021 is received and the Paid Up to Date is 30/09/2021, then the system adds:

Payment Frequency	Months Added	Paid Up to Date Set To
Month	1	31/10/2021
Year	12	30/09/2022
Quarter	3	30/12/2021
Half Year	6	31/03/2022

Late or Missed Payments

Missed payments are ignored when updating the Paid Up to Date.

Example – Monthly membership

Month / Year Due	Payment Received?	Current Paid Up to Date	New Paid Up to Date
December 2020	Yes	31 December 2020	31 January 2021
January 2021	No	31 January 2021	Not Changed
February 2021	No	31 January 2021	Not Changed
March 2021	Yes	31 January 2021	30 April 2021
April 2021	Yes	30 April 2021	31 May 2021

📌 Note: If the existing Paid Up to Date is later than the calculated date, the system does not move it backwards. This can happen when processing backlogged payments.

⚠️Important:

Memberships is a Professional only feature. Essential subscribers, please contact us to find out more about upgrading.