Some products, like membership dues, are offered to accounts instead of required, so members can pick the membership they prefer. Use the Show action in Show / Hide / Require Rules to offer a product only to the accounts that match your rules, such as a certain account type or payment status.
Example: Offer Family Membership Dues to Offered Membership Accounts
This example offers a Family Membership Dues product to accounts with the Offered Membership account type that are unpaid.
1. Open the Product
Go to Finances > Products (All Products tab).
Click Edit on the product you want to apply rules to (for example, Family Membership Dues).
This product should have the Fee Type set to Membership Fee.
2. Turn On Rules
Scroll down to Show / Hide / Require Rules.
Check Apply Rules.
Set Rule Action to Show, since this is an offered product. The options are Show, Require, Disable, and Hide.
3. Add an Account Type Rule
Click Add Rule, then choose the rule type Account Type.
Set Comparison to Is (options: Is, Is Any Of, Is Not).
Set Field to Offered Membership. The product will now be offered to accounts that currently have the Offered Membership account type.
Set Next Rule Relationship to And.
Note: If you are not adding another rule, leave Next Rule Relationship blank.
4. Add a Payment Status Rule
Click Add Rule, then choose the rule type Account Payment Status.
Set Comparison to Is.
Set Field to Unpaid (options: Unpaid, Pending, Paid).
The product is now offered to accounts that are Offered Membership and Unpaid.
5. Save the Product
Scroll to the top of the product and click Update.
Test the result with your Admin Test Account. See How to Test Membership Products.