Show / Hide / Require Rules decide which accounts see a product on the Make a Payment page, and whether it's optional or required. If Apply Rules is off, every account sees the product as optional.
Pick a rule action
Show: matching accounts see it as optional. Good for parking passes, event tickets, and add-ons.
Require: matching accounts see it as a required charge. Good for dues, initiation fees, and assessments. (Staff can still leave it off on Finances > Offline Payment.)
Hide: matching accounts can't see it; everyone else can.
You'll also see Disable, but the payment page doesn't use it yet, so stick with the three above.
Set up rules on a product
Go to Finances > Products and open the product.
Scroll to Show / Hide / Require Rules and check Apply Rules.
Choose a Rule Action: Show, Require, or Hide.
Click Add Rule and pick a rule type: Account Type, Account Tag, Account Payment Status, Account Prior Year Payment Status, or Selected Product.
Pick a Comparison (Is, Is Any Of, or Is Not) and choose the value in Field.
To add another rule, set Next Rule Relationship to And (all rules must match) or Or (any rule can match), then repeat steps 4 and 5. Leave it blank on the last rule.
Click Update.
💡 See an Issues badge? A rule with no value picked is ignored. The product list shows an Issues badge until you fix it.
Common setups
Dues for everyone: Require, Account Type Is Any Of (all types). Use the Membership Fee fee type so paying marks the account Paid.
Initiation fee for new members: Require, Account Type Is Offered Membership.
Guest passes, but not for non-members: Hide, Account Type Is Non-Member.
Military discount for unpaid accounts: Show, Account Tag Is Military And Account Payment Status Is Unpaid.
Test your rules
Go to Membership > Accounts and click Switch to on a test account.
Open Make a Payment and check the right products show, and the right ones are required.
Click Switch back and repeat for each account type.
Something not right?
Product shows for no one: check it's Published, the action is Show or Require, and every rule has a value.
Product shows for everyone: Apply Rules may be off, or every account type is selected.
Account still Unpaid after paying: only a Membership Fee product marks an account Paid. Require alone doesn't change payment status.
Need required for some and optional for others? Each product has one action, so make two products.
Early bird pricing? Rules control who sees a product, not when. Use Price Variations instead.
Rules don't apply to Point of Sale items.