The Goal: Find every past-due invoice, or just unpaid membership dues, so you can follow up: resend invoices, add late fees, or drop members.
Before You Begin:
- Finding what’s overdue is the first step in collections. See the Association Post-Billing Guide for the full process.
- Decide what follow-up you’ll take first, then filter the list to just those invoices.
Which list to use
| You want… | Use | Then you can |
|---|---|---|
| All overdue invoices, of any type | All Sales/Invoices | Download, or resend by email or print |
| Unpaid membership dues only | Memberships > Unpaid | Email invoices, add late fees, suspend (Realtor only) or drop members |
All overdue invoices
- Go to Finance, Billing section, click All Sales/Invoices.
- Click the Quick Filter icon and choose Overdue Invoices.
With the list filtered, you can:
- download the invoices: see Download Invoices from Sales/Invoices Tab; or
- resend them by email or print: see Send past-due invoices.
Unpaid membership dues
- Go to Memberships, click Unpaid. Every unpaid dues invoice is listed.
- Filter by Membership Type, Days Overdue, tags and more to get just the invoices you want to act on.
From this list you can email the invoices, add late fees, suspend members (Realtor only) or drop members. See Manage Unpaid Membership Dues.
Common Pitfalls
- Resending every invoice: apply the Overdue Invoices quick filter before any bulk resend.
- Acting on members you didn’t mean to: filter the Unpaid list before taking bulk actions such as late fees or drops.