We've been doing Membership pricing with a straight Membership Type list i.e. without Price Sets, but now want to add an option to receive the quarterly newsletter via snail mail, with a surcharge. I created the Price Set and managed to create the Contribution Page with a checkbox for the newsletter. I need to capture the newsletter option into the Membership, how do I do that? I set the Financial Type as "Publications", maybe that's wrong.

  • Thanks, not sure what you're suggesting. We already have a (mandatory) radio button with 8 different membership levels. We want to keep that as mandatory and add an option for the newsletter. Are you suggesting a 16-button radio? Or two radio button sets? Or a radio set and a checkbox? – Steve Stein Jun 5 '17 at 17:42

When you set up your Price Set you need to set them up for Memberships, then when you create eg a Radio button field you should be offered your Membership Types when you add an option to that field.

You should then see these line items on the Contribution record eg

enter image description here

You should also be able to get these out via Reports such as the ones the LineReport extension offer.

  • What I did. (1) A mandatory field as a Radio button to select member level varying from $18 to $250, Financial Type "Member Dues." (2) optional checkbox to select the newsletter for $9, Financial Type "Publications." (3) optional donation, financial type "Donation". I "joined" withdollars in each, the total was calculated correctly. But when I do a Find Donations and export Financial Type and Total Amount, the total of the 3 shows as Member Dues. I had hoped for 3 separate amounts with different Financial Types. – Steve Stein Jul 3 '17 at 22:17
  • There are extensions for reports that can give you line items such as com.skvare.lineitemreport – petednz - fuzion Jul 3 '17 at 22:35
  • How I do know it is even recorded that way? When I inquire on the individual Donation I still cannot see a breakdown. – Steve Stein Jul 4 '17 at 2:36
  • answered in answer - or tried to. – petednz - fuzion Jul 4 '17 at 3:50

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