The Goal: Add unpaid members from the Manage Overdue page to a communications list so you can send targeted emails, such as notifying members that a late fee has been added to their invoice.
Before You Begin:
- Have a destination list already created, or be prepared to create one during this process.
- Use filtering to limit the contacts you add — adding the full unfiltered list may include members you do not intend to contact.
Step-by-Step Instructions
- Go to Finance, Billing section, click Manage Overdue.
- Filter the invoices to the members you wish to add to a list by clicking the filter icon, Show Only, or Customized Results. This allows you to limit the contacts added to your list.
- Click the actions icon and choose Add To List.
- Select Add to List. See the Add Report Contacts to List/Committee article for further instructions.
Common Pitfalls
- Adding too many contacts: If you do not filter first, all displayed members will be added to the list. Apply filters to target only the intended group before using Add To List.