Dues billing requires pulling renewal lists, checking rate tiers, generating invoices, and chasing unpaid balances across several disconnected tools. The repeated manual checking and follow up creates delays in invoicing and slows down payment collection.
An automated version generates accurate invoices from the renewal list and rate table, tracks payment status continuously, and sends reminders and receipts without manual chasing. Staff review exceptions instead of running every step by hand.
The full workflow, from trigger to completion.
A member's renewal date arrives, starting the billing cycle.
The Dues Invoicing checks the member's tier against the rate table and creates the invoice.
Invoices over $5,000 are flagged to the finance manager for a quick check before sending.
The finalized invoice is emailed to the member automatically with payment instructions.
The Payment Tracking monitors daily and sends reminder emails for unpaid dues past terms.
Once payment lands, it is matched against the open invoice and reconciled.
The member's status is updated to active and renewed.
A payment receipt and renewal confirmation is sent to the member automatically.
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