The Goal: Understand what tools are available on the Manage Overdue page and where to find guidance for each action — from sending emails and adding fees to mass dropping members.
Before You Begin:
- The Manage Overdue page is accessed by going to Finance, Billing section, and clicking Manage Overdue.
- The Real Estate Edition includes an additional option to suspend members.
Overview
The Manage Overdue page in the Billing section provides a way for you to review all overdue membership invoices. From this page, you will have options to send emails to overdue members, add late fees and/or reactivation fees to member invoices, and mass drop members. The Real Estate Edition includes an option to suspend members as well.
Manage Unpaid Dues Table of Contents
- Add Late Fees to Overdue Invoices Individually
- Add Late Fees to Overdue Invoices in Bulk
- Add Reactivation Fees to Overdue Invoices Individually
- Add Reactivation Fees to Overdue Invoices In Bulk
- Suspend Overdue Members Individually (Real Estate Edition Only)
- Suspend Overdue Members in Bulk (Real Estate Edition Only)
- Manually Reactivate Suspended Members Individually (Real Estate Edition ONLY)
- Manually Reactivate Suspended Members in Bulk (Real Estate Edition ONLY)
- Add Unpaid Members to List
- Email Unpaid Invoices to Member
- Print Unpaid Invoices
- Mass Drop Overdue Members
Common Pitfalls
- Bulk actions apply to all filtered results: All bulk actions (add late fee, suspend, drop) apply to every invoice currently displayed after filtering. Always confirm your filter before executing a bulk action.