Build dues plans, bill families together, and sell products or sponsorship packages. Keep track of calculations, invoices, payments, and inventory in one workspace.
Set amounts and billing intervals for anything from monthly training to annual dues. Use formulas, custom fields, and price tiers when a flat fee is not enough.
Choose how to prorate dues for members who join during the year. Keep joining fees and optional extras as separate line items, then review the calculation on an individual contract.
Use rules for discounts instead of creating a separate plan for every variation. Base adjustments on age, tags, groups, or custom fields. Student dues can also depend on a valid supporting record.
Apply fixed-amount or percentage vouchers to a contact or an individual dues contract. Choose one-time or recurring discounts and track how voucher credit is used across billing periods.
Assign a shared payer to multiple family members. Family groups and payment relationships stay separate, so you can choose who belongs together and who pays each person’s dues.
Combine eligible dues on one invoice addressed to the shared payer. Each line item identifies the member, keeping individual contracts clear while giving the family one invoice.
Review active, upcoming, paused, and ended dues contracts in one list. Contract periods and next billing dates show what is running now and what is due next.
Set a start and end date for a pause, and use pause rules to adjust the amount. Review proposed dues changes before accepting and billing them.
Follow each billing run from dues to invoices and payment status. Processing progress, paid and outstanding amounts, and the next action stay together in one overview.
Keep items and services in a product catalog with prices, descriptions, and categories. Reuse those products in quotes, order confirmations, and invoices without entering the same details again.
Bundle products at a separate package price, such as a club shirt and scarf. Package contents remain linked to product selection, documents, and inventory.
Connect sponsors and other contacts to specific sales opportunities. Record products, expected value, stage, and ownership from the first conversation to a won or lost deal.
Use the list or board view to see which opportunities need a quote and which are awaiting a decision. Link renewals to the original deal to keep recurring sponsorships connected.
Create quotes with products, discounts, and an expiration date. Track their status and turn an accepted quote into an order confirmation or directly into an invoice.
Line items stay connected throughout the process. Enter quantities and prices once, then follow the quote through to the final invoice.
Manage shared inventory or separate capacities for each sales period. See reserved, sold, and available quantities. Package availability is calculated from its component products.
Sending a quote reserves the required stock. Rejected or expired quotes release it again. Adjust capacities with a reason and follow changes in the inventory history.
See how campai connects member management, finances, and communication. Try the software or book a personal demo.
Explore on your own. Get personal help when you need it.Explore dues plans, billing, products, sponsorships, quotes, and inventory.
Manage active, upcoming, paused, canceled, and ended dues contracts with periods, next billing dates, and payment arrangements in one overview.
Define reusable dues plans with a base amount, billing period, payment workflow, and individual rules.
Choose which contact types and departments can use a dues plan and which kind of dues it creates.
Set the base amount and calculation method for a dues plan.
Choose how often dues are billed and how each service period is calculated.
Calculate dues using formulas and custom fields, apply quantity-based price tiers, and prorate partial periods.
Add a one-time joining fee as a separate line item on the first dues invoice.
Calculate age-based dues using the member’s age at the beginning, middle, or end of the service period, or on the payment date.
Adjust the base amount with clear rules instead of creating a separate dues plan for every variation.
Calculate dues adjustments using one or more conditions.
Automatically adjust dues based on contact properties such as age, tags, or groups.
Adjust the amount based on the actual dues period.
Link dues adjustments to supporting records, such as student verification, and account for their validity dates.
Offer optional extras that appear as separate line items on the dues invoice.
Choose how dues are prorated or reduced under your rules during a pause.
Set a start and end date for a contract pause and calculate the affected period using the selected pause rule.
Assign the same billing account to multiple family members and manage the payer relationship separately from the family group.
Combine eligible dues for multiple members on one invoice to the shared payer. Each line item identifies the member.
Apply fixed-amount or percentage vouchers to contacts or individual dues contracts. One-time credit is used across invoices; recurring discounts can reduce multiple periods.
Create reusable templates for consistent vouchers.
Control when and how dues become an invoice.
Set when due amounts enter your online payment workflow, and track payment status.
Review proposed dues changes before accepting and billing them.
Create draft, finalized, or sent invoices for selected dues, and combine eligible line items by billing account.
Follow each billing run with dues, invoices, payment and delivery status. Handle the next action and retry failed runs.
Correct a finalized, unpaid dues invoice after reviewing the warning. Keep its invoice number and access earlier PDF versions.
Compare dues by selected properties to understand their distribution.
Compare groups of dues contracts by start date and their development over time.
See how dues contracts are distributed across lifecycle stages.
Track the volume of dues payments over your selected period.
Manage items and services with product numbers, images, descriptions, units, prices, tax settings, and accounting assignments in one catalog.
Maintain reusable products and line items to add quickly when creating documents.
Organize products into custom categories for filtering and automatic inventory initialization.
Create product groups for easier selection or sell packages at a separate package price. Contents stay connected to selection, documents, and inventory.
Control available quantities, adjust capacities with a reason, and follow every change in the capacity history.
Manage one stock pool across periods or separate capacities for each sales period, including package availability calculated from components.
See quantities reserved by quotes, committed by order confirmations, sold, or returned for each product and period.
Manage sponsors as a contact type with sponsor numbers, and connect them to sponsorship packages, owners, opportunities, quotes, and invoices.
Track potential sales and sponsorships from new and qualified through quote and negotiation to won or lost, with contacts, products, value, probability, and ownership.
Link a new opportunity to a previously won deal to keep recurring sponsorships and partnerships connected.
Create quotes and order confirmations, filter by status, and export table data or complete documents.
Reserve stock when sending a quote and release it when the quote is rejected or expires. Availability is checked again when reopening it.
Turn an accepted quote into an order confirmation or directly into an invoice without entering line items again.
Review open opportunity and quote values, reserved, committed, and sold inventory, and related revenue for the selected period.
See opportunity counts and expected value by pipeline stage to identify bottlenecks and potential deals.
Compare capacity, reserved, committed, sold, and available quantities alongside inventory value and utilization.
