There is a new screen for Dues Collection, which will display the dues payment status for all your members.
Required Access:
You will need Dues Administrator or Administrator access level.
Where to Go:
- From the Member Portal, click on Admin > Member Management
- Select Dues Management
- Select the Dues Collection tab.
Steps to be Taken:
The period span for the current League Year will display by default i.e. 2023-2024
Choose the Period Span for which you would like to view dues collection like 2024-2025. On this screen, you will see all members for which a dues amount has been defined from the Membership Dues Requirement screen.
Each column will display the following information:
Account - name of the member who owes dues. You can click on their name to view their record from the Admin Profile.
Member Status - status of the Member at the start of the Period Span or League year specified
Dues Requirement - the dues amount the member is required to pay, as defined from the Member Dues Requirement schedule
Total Commitment - The total of the dues order the member has placed, including any optional selected add-ons
Total Paid - The total paid towards the Total Commitment. For single payments, it's the full amount and for payment plans, it's the cumulative installments paid so far.
Payment Type - the dues option a Member selected when they paid their dues. i.e. Single, Payment Plan, Recurring
Payment Made - The member has made at least one payment towards the Total Commitment in Member Essentials dues. If you filter by Payment Made and set it to No, you can use the Email Tool to remind members who have not paid dues.
Take note that the Payment Made column reflects payments made through Dues Management. If you made any dues adjustments or the member made a payment in the Simple Store, they will not be reflected as "paid" in this column because the payments were made outside of the dues system.
There is a menu on the top right with actions on how to display and extract dues collection, described below from left to right:
Refresh - refreshes the list of dues collection from this page.
Column Selection - choose which columns to display on the screen
Clear Filters - the trash bin icon clears the filters from this page
Export to Excel - the diagonal arrow will export this list to Excel. You will see a Click Here to Download Your Export message highlighted in green. Click on the "Here" link to download.
Email - to the left of each Account or member name, there are checkboxes. After you select names, you can click on the list icon to email Members. This will redirect you to the Email Tool, where you can send a message to your members. This can be used to email members that have not yet paid their dues.
