The option 'Wait for Bills to Be Paid' can be set to enforce bill payment as a strict precondition for membership application processing or set more relaxed rules that allow memberships to be processed even though bills aren't paid. The setting has different implications depending on whether the membership type is moderated or not.

If memberships are billed but not moderated, the order of the billing and moderation steps doesn't matter, since unmoderated membership types automatically pass the moderation step. In this case, the option 'Wait for Bills to Be Paid' is the only option that affects membership application and renewal processes. If bill payment is strictly enforced, unpaid applications sit in the queue until deleted by administrators using the Company Membership Applications or Individual Membership Applications tools. Under the relaxed rules, memberships proceed immediately to the 'Approved' state regardless of bill payment. Members with delinquent bills can continue to enjoy full access and membership benefits indefinitely. When relaxed billing rules are used, automated methods of enforcing payment are disabled, so the responsibility of enforcing payment passes to administrators. Administrators can use Kavi Billing reports to identify members with outstanding bills.

If billing is used in tandem with moderation and the moderation step occurs after the billing step, human moderators can decide whether non-payment of a bill is grounds for delaying application approval or denying the application outright. If the moderation step occurs first and the relaxed payment policy is used, administrators have to checkup on members some period of time after memberships become current to identify those with delinquent accounts and manually enforce any consequences such as deactivation.

If your organization has billed memberships but doesn't moderate any of its memberships, then the Global Membership Process settings in the Configure Global Membership Applications tool don't matter. But if any of your organization's membership types are billed and moderated, the order in which these steps occur needs to be configured to fit the organization's membership rules and requirements. Note that new memberships and renewed memberships are configured separately.

If a membership type is billed and uses the Annual Fixed Term or Fixed Dates duration, the membership fee can be prorated for new members who join midterm. When proration is enabled, Kavi Members calculates prorated fees on a daily basis and presents this information to the administrator who is managing the membership, but the administrator sets the actual value manually. Many organizations use different rules to determine the prorated amount, so the administrator must follow the organizations rules to calculate the correct value offline, or customized proration rules must be installed if the value is to be set automatically.

Admin Area tools used to manage memberships display a link to manage membership bills for every fee-based membership. If an administrator needs to issue a full or partial refund for a membership bill that has already been paid, clicking the link to manage the bill will take the administrator to tools used to issue refunds or cancel the bill altogether. If the bill was paid online with a credit card recently, the credit card transaction may still be available in the system. In this case, a refund automatically issues a credit to the members credit card.

Cancelling or refunding a bill for a membership does not change the membership. If the membership or membership application needs to be edited or deleted in conjunction with cancelling or refunding the bill, the administrator needs to do this separately using Kavi Members company, user or membership application management tools.