· 7 min read

How do I charge VAT on membership fees in Orgo?

Switch Enable VAT on Fees on in your membership fee settings, under Pricing Options, then set a VAT rate on each membership price. From that point VAT is added on top at checkout and shown per line on invoices.

Two things decide everything that follows: prices are entered net, and the switch is the authority. A price that already stores a VAT rate is charged with no VAT at all while the switch is off.

Pricing Options section of the membership fee settings with Enable VAT on Fees switched on and described as showing VAT fields on membership prices and adding VAT on top at checkout and on invoices, and Enable One-time Registration Fee switched on and described as charging it once on a member's first membership payment, above a Membership Requirements section

Both switches are off until you turn them on, both need ADMIN_TENANT, and both sit on the membership fee settings screen. Sidebar and settings labels are per-organisation, so the route in may read differently in your workspace.

The switch is the authority, not the stored rate

This is worth reading twice before you flip anything.

StateWhat happens
Enable VAT on Fees offVAT is never charged, even on a price that has a rate saved on it. Every invoice line is issued non-taxable
Enable VAT on Fees onThe stored rates start applying immediately, at checkout and on every new invoice

There is no staging step in between. If your prices already carry rates from an earlier configuration, check them before you turn the switch on, because the first member to pay afterwards is charged the stored figure.

Prices are net, VAT goes on top

Orgo uses the exclusive model everywhere. The number you type into a price is the net amount.

THE ONLY CALCULATIONVAT= net x rate / 100Gross= net + VATThere is no VAT-inclusive mode to switch to.WORKED EXAMPLEA level priced at 100 with a 19% ratecharges the member 119.AND THE MEMBER SEES ONE TOTAL, BUILT FROM UP TO FIVE PARTSMembershipnet. Always+VAT on itif not exempt+Joining feefirst payment only+VAT on thatset separately+Donationonly if they add oneThe summary card, the fee cards and the card payment panel all run the same sum, so the button and the card form always agree.

One treatment per membership level

VAT is configured per price, not once for the organisation. Every membership price gains a VAT block once the switch is on: a VAT exempt (not taxable) flag, and a VAT rate that accepts decimals, so 13.5 or 19.6 are both fine.

A membership fee product named Northwind Annual Membership on its Prices and Options tab, listing six prices from Standard Member at 85 dollars marked default through Corporate Gold at 3400 dollars, three of them tagged Company price, each with its own description and row menu

Because each level is a separate price, each carries its own treatment. That is how one organisation charges VAT on a standard membership and none on a reduced or honorary level: you mark the reduced level exempt and leave the standard one rated.

Donation options sitting on a fee product never show the VAT fields, and neither does any product that is not a fee product.

The joining fee is a different switch

Enable One-time Registration Fee is not part of VAT. It reveals a registration fee field on each membership price, and charges it once, on a member’s first membership payment.

The word doing the work is first. It means the member has never had a membership validity date.

ONE MEMBER, SEVEN YEARSJoinsDues + joining feeFirst ever paymentRenewsDues onlyLapses for yearsNothing is chargedComes backDues onlyNever charged joining againA member who has ever held a validity date is a returning member, whatever happened in between.There is no way to re-arm it for one person short of clearing their membership history.

Four more things about it:

  • It exists on organisation-level fee products only. A chapter fee product does not offer the field, because a chapter payment moves only the chapter validity date, which would let the fee charge over and over.
  • It has its own VAT treatment, set independently of the price VAT. Those controls appear only once you have typed an amount and only while VAT is on.
  • It is recorded as its own payment row and printed as its own invoice line, so joining income separates cleanly from recurring dues in reporting. It rides on the same card charge as the first membership payment, so refunding that charge reverses both.
  • It buys no membership time. Only the membership part moves the validity date forward.

That validity date is the thing to look at when you want to know whether somebody counts as new.

A member's Fee tab reading status Active until 31 December 2026 with a total fee of 145 dollars split into an 85 dollar organisation fee and a 60 dollar local fee, and two cards showing the Standard Member plan and the Annual local plan each with three years of history all marked Paid

What the member actually sees

One total. The parts are added up before the member ever gets to a card form, so the amount on the button matches the amount charged.

A member's own Fee tab showing status Unpaid, a fee of 85 dollars on the Standard Member plan, a blue Pay 85 dollars button, a Change plan link and a payment history listing 2026 unpaid and 2025 and 2024 paid

The breakdown of that total is not on the fee card. Where a member needs to see net, VAT and gross written out, they need the invoice.

The same convention holds when an administrator records money that arrived by bank transfer or cash: the amount typed is treated as the net figure with VAT derived on top, not as a gross figure to be split. See recording a payment made outside Orgo.

VAT on the invoice

Membership invoices carry VAT per line, not once for the document. Each line stores either a rate or an exempt flag at the moment the invoice is created, so a historical invoice keeps the treatment that was correct on the day it was raised. Changing a price or a template later never rewrites an issued invoice.

The totals block reads Subtotal, then one VAT row per distinct rate labelled with the rate and the base it applied to, then Total and Amount due.

Create invoice form beside a live document preview whose totals block reads Subtotal, then a VAT row labelled 6 percent with the base it applied to, then Total and Amount due, with the form's Additional options showing a Tax switch set to Sales Tax at 6 percent

Two details that come up in support:

  • When an invoice carries no VAT at all, the VAT columns are dropped entirely rather than printed empty.
  • When at least one line is exempt, the invoice prints a VAT exemption note, the free text stating the legal basis. It lives on the invoice template but has no field in the template editor, so it has to be set through the API. Ask support if you need it on your documents.

Templates carry a tax, and membership invoices ignore it

An invoice template holds one flat Tax Name and Tax Rate.

Invoice Templates settings showing a template named Standard invoice with Default Template switched on, a Tax switch revealing a Tax Name of Sales Tax and a Tax Rate of 6 percent, and further switches for Memo, Footer and Custom Fields

That flat rate is used on manual invoices, the ones you type by hand. On an invoice Orgo generates for a membership payment it is ignored, because each line already carries the VAT rate from its own price.

WHERE A LINE GETS ITS TAXA manual invoice you typeTakes the flat Tax Name and Tax Ratefrom the invoice template.One tax for the whole document.A membership invoice Orgo buildsTakes a rate per line from eachmembership price.The template tax is ignored.The template still supplies the memo, the footer, the custom fields and the exemption note on both.So do not build two templates to separate two VAT treatments. Build two prices.

If your standard membership is rated and your reduced membership is exempt, that difference belongs on the two prices. A second template changes nothing about the membership invoice and leaves you maintaining a distinction the document will not honour.

Your own VAT number

The VAT identification number printed in the issuer block of every invoice comes from your organisation info, not from anything in the fee settings.

The financial section of the organisation info settings with a currency of usd and its symbol, a legal name, a Registration Number, a VAT Number field reading EIN 87-4472190, and bank IBAN fields for USD, EUR and CHF

It is a display field. Orgo does not validate it and does not use it to decide whether VAT applies. Whether VAT is charged is decided by the switch and by the rate on the price, and by nothing else.

Where all of this lives

Everything in this guide is on the membership fee settings screen or on the prices beneath it.

Membership fees settings with Enable Membership Fees switched on, a Product Configuration block naming the membership fee product and its default price with a Manage prices link, a Checkout donation block, and Payment Options showing bank transfer off and Allow Mark as Paid on

Manage prices from that screen is the fastest route to the VAT and registration fee fields, because they live on the individual price rather than on the product. VAT is one setting inside Orgo’s membership management, where fees, renewals and invoicing are configured together.

Tax on manual invoices is a separate job, described in how to issue an invoice.

Frequently asked questions

Do I enter my prices with VAT included or excluded?

Excluded, always. The price you type is the net amount and VAT is calculated on top of it, so a level priced at 100 with a 19 percent rate charges the member 119. There is no VAT-inclusive pricing mode anywhere in Orgo, so do not enter a gross figure and expect it to be worked backwards.

Will a member who lapsed and rejoined be charged the joining fee again?

No. The registration fee is charged once, on a member's first membership payment, and first means they have never had a membership validity date. Somebody who paid years ago, lapsed and came back already has one, so they are treated as a returning member and are never charged again. There is no way to re-arm it for one person short of clearing their membership history.

Can I use two invoice templates to separate my VAT treatments?

Not for membership. An invoice template carries one flat tax name and rate, and that is used on manual invoices only. On an invoice Orgo generates for a membership payment, the template's tax is ignored entirely and each line carries the VAT rate stored on its own membership price. Separate treatments come from your prices, not from your templates.

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