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Workflow Example: Event Promotion, Updates, and Feedback
Let's say you are getting ready to promote your annual conference event. You will want to send automated emails to your members to let them know about the event and remind them to register. When they do register, you want to keep them informed of updates or changes. After the event is over, you also want to send out …
Finance FAQ & Use Cases
An invoice for renewal billing was wrong. How do I fix it? * Void the invoice. * Create a one-off invoice. * Link the invoice to the membership so the system recognizes it as a renewal. I see the word "multiple" on some of my membership frequencies. What does that mean? Why can't I recalculate prices wheneve…
Fee Items FAQ & Use Cases
We found errors in our Fee Items. What do we do? The answer will be based on the use of that fee item and whether there are open invoices attached to it. Run the Transactions by Contact report to see if there are open invoices related to that fee item. * If there are no open invoices: Deactivate fee item. Creat…
