Some products, like membership dues, are offered instead of required, so each family can pick the membership they want. You do this with the Show rule action, which shows the product only to accounts that match your rules.
In this example, we'll offer Family Membership Dues to unpaid accounts with the Offered Membership account type.
Offer a membership product
Go to Finances > Products, open the All Products tab, and click Edit on the product. Its Fee Type should be Membership Fee.
Scroll to Show / Hide / Require Rules and check Apply Rules.
Set Rule Action to Show.
Click Add Rule and choose Account Type. Set Comparison to Is and Field to Offered Membership.
Set Next Rule Relationship to And. (If this is your only rule, leave it blank.)
Click Add Rule again and choose Account Payment Status. Set Comparison to Is and Field to Unpaid.
Scroll to the top and click Update.
Now the product shows only for accounts that are Offered Membership and Unpaid.
💡 Always test before members see it. Log in with your Admin Test Account to check the right products show up. How to Test Membership Products


