Membership Statuses | Previous Next |
It is a simple matter to customize the statuses and dues to match your particular organization. The Maintain Status Codes window looks confusing at first, but it enables you to create membership statuses to match those used by your organization. You can specify a special code for each of them, and set various options such as:
The professional version enables you to automatically post interest to past-due accounts for any interest setting that has been defined. Interest settings and Scheduled Payments are features that expand the standard Statuses.
The professional version also enables you to automatically post dues entries on specified dates to accounts with a specific status. Scheduled payments are different than interest settings in that interest is driven by the account balance, while scheduled payments are driven by date. With scheduled postings set up, all you need to do is post the payments as they come in, because the charges have already been added to the member's record.