Member Billing System - Simplified Explanation - Overview

Created by Help Desk 2, Modified on Fri, 30 Jun 2023 at 04:12 PM by Richard Scully

Member Billing System - Simplified Explanation

The Member Billing System is a powerful tool within the member database that helps you manage membership invoices and keep track of dues payments. It offers flexibility, allowing organizations to customize and select features that suit their specific requirements.

This section of the user manual provides guidance on handling member renewals and explores the different features of the billing system, including:

1. Creating Invoice Records: Learn how to generate invoices for members and set up important details such as payment due dates and amounts.

2. Documents/Notifications: Discover how to send important documents and notifications to members, such as reminders for upcoming dues or notifications about changes to their membership status.

3. Recording Payments: Find out how to accurately record and track payments made by members towards their dues.

4. Processing Drops: Understand the process of managing membership drops, such as when a member chooses not to renew or cancels their membership.

5. Viewing Transactions: Learn how to access and review transaction history and details for each member, ensuring accurate and up-to-date records.

6. Reporting/Data Export: Explore the reporting capabilities of the billing system and learn how to extract valuable data for analysis and reporting purposes.

The Member Billing System is designed to streamline your membership management processes and provide you with the necessary tools to handle invoicing, payments, and tracking efficiently.

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