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Mass Drop Members with Overdue Membership Invoices

Updated

 

The Goal: Drop multiple members who have not paid their dues in a single bulk action from the Manage Overdue page.

Before You Begin:

  • Use filtering to generate the correct list of members you wish to drop. The totals shown in the Drop Members window are generated from the unpaid list as you have it filtered.
  • Review the Global Membership Settings article to understand the access level that will be assigned to dropped individuals.
  • Real Estate Edition: Members will lose access to MLS, lockbox, and/or NRDS based on the configuration of your Membership Settings. See Define Membership Status to NRDS, MLS, Lockbox Status Rules for more information.

Step-by-Step Instructions

  1. Go to Finance, Billing section, click Manage Overdue.
  2. Filter the invoices as needed by clicking Show Only or Customized Results. By filtering, you are generating the list of members that you wish to drop.
  3. Click the drop-down arrow next to Add Late Fee.
  4. Choose Drop Members.
  5. Review the number of members that will be dropped. Totals are generated from the unpaid list as you have it filtered.
  6. Select a Drop Reason.
  7. If you wish to remove the contact from all directories, enable Remove All Directory Listings.
  8. If the contact has multiple memberships (for example, NAR Dues and MLS), select Drop All Memberships for the Members if you wish all memberships to be dropped.
  9. You can also remove the membership owner and related contacts from lists if you wish.
  10. Select which action to apply to any open invoices: Written Off or Left Open.
  11. Click Apply Changes.
Result: Once dropped, these members will be fully updated with the selections you chose. The access level given to individuals will be the access level defined in your Membership Settings. See Global Membership Settings for more information.

Real Estate Edition: Members will lose access to MLS, lockbox, and/or NRDS based on the configuration of your Membership Settings. See Define Membership Status to NRDS, MLS, Lockbox Status Rules for more information.

Common Pitfalls

  • Dropping too many members: The drop action applies to all members visible after filtering. Verify your filter results before clicking Apply Changes. This action cannot be undone in bulk.
  • Multiple memberships: If a member has more than one membership type and you do not select Drop All Memberships for the Members, only the membership tied to the overdue invoice will be dropped.
  • Open invoices: Decide before dropping whether to Write Off or Leave Open remaining invoices — this affects your billing records.Changes applied:
  • "Click Memberships in the left-hand navigation panel" → "Go to Finance, Billing section, click Manage Overdue" (Rule 2 path rewrite)
  • "Click the Unpaid tab" removed — consolidated into step 1 navigation (Rule 4)

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