🏛 Association returns

Members → Membership → Association Returns works out the yearly return of members to your county and national associations, and the fee per head (capitation) that goes with it.

Setting up an association (once)

1. Press Add an association and give its name, whether it is the county or the national body, and your club’s affiliation number.
2. Set the date each year that members are counted as at — the date in the association’s own instructions.
3. List the association’s categories and the fee for each (for example Playing members, Juniors, Non-playing members). Tick Count men and women separately where the form asks for it. Members with no gender on their record are in neither column, and the return warns you how many there are.
4. Say which of your membership types go in which category, or that a type is not included. A return cannot be kept while a membership type has not been placed.
5. Optionally, members under a given age on the counting date can go into a junior category whatever their membership type.
6. Choose the supplier the fee is paid to, or let Pavilion make one with the association’s name.

Each year

• Choose the year. Pavilion counts current members who had joined by the counting date. Members whose membership is pending, has lapsed or has ended, who joined after the date, or who are affiliated through another club are left out, and the screen lists who was left out and why.
• Tick members whose main club is another club under Members affiliated through another club, so they are not paid for twice.
• Download the return as a Spreadsheet or a PDF, with or without the list of names, and send it in the way the association asks.
• Press Keep this return to save the figures, so next year you can compare.
• When you pay, use Record the payment. It adds an Affiliation Fees expense to the accounts against the association as a supplier, and marks that year’s return as paid.

Part of the Premium plan.