The Goal: Identify all unpaid membership dues invoices so you can take action such as emailing invoices, adding late fees, or dropping members.
Identify Unpaid Membership Dues Invoices
- Go to Memberships, click Manage Overdue in the Memberships section. The screen will display a list of all unpaid membership dues invoices.
- Use the various filtering options to create a list of just those invoices you wish to view. Filtering can be done by Membership Type, Days Overdue, specific tags, and more.
Once you have identified the unpaid invoices, you can email the invoices, add late fees, suspend (Realtor only), and drop members. See Manage Unpaid Membership Dues for further information.
Common Pitfalls
- Unfiltered view shows too many records: Use the filtering options (Membership Type, Days Overdue, tags) to narrow the list before taking bulk actions. Acting on an unfiltered list could affect members you did not intend to include.