Click "Create Renewal Invoice Records by Date"

To renew members who'll expire on the current month. Type in the first day of the month and last day of the month for the End Date

This warning lets chamber admins know of any members whose membership renewal is not within the date range selected and have not renewed since. Invoices can still be created but it will not create an invoice for the names listed in the warning.

But by simply adjusting the effective dates to an earlier date, members on this list can be included.

 Main Menu | Billing Menu

EFFECTIVE Dates: 01/01/24 - 12/31/24
Click the button to generate the renewal invoice record listed below:




If you need to change due dates, dues amounts, or membership plans, please do so prior to creating invoices.

Invoices are created based on current settings. Any changes afterward will require manual adjustment or billable programming.

WARNING: The following members are due for renewal and have expiration dates that precede the effective date (01/01/24) entered. (renewal invoice records won't be created for them, based on the range of effective dates entered)
12/15/22 : - with a Y, Kevynne
08/06/22 : Mcdonalds - , Ronald
09/13/20 : sample - person, test
02/19/18 : Taggart Transcontinental - Taggart, Dagny
09/08/20 : test business xyz - Diggler, Dirk
08/16/13 : test test test - Vieth, Christopher


count: (54)


Member	Member Type
Join Date	Posting	Effective	Amount

, k test - queensie	Quarterly
09/18/23	05/15/24	09/18/24	16.00

Jones, Dingus	Murky Tiered
12/16/21	05/15/24	12/16/24	270.00

kjhg, jg	sam99
11/13/17	05/15/24	03/01/24	98.00

Prospect Test Add, David	Retired
03/23/20	05/15/24	03/23/24	50.00

Scott, Brad	Quarterly
10/28/14	05/15/24	01/01/24	16.00

Try, Second	Sam 3
09/26/14	05/15/24	09/26/24	2.99

Urie, AJ	Basic Business
01/21/10	05/15/24	01/21/24	220.00
aaaa test
dude, alpha	Professional
03/15/13	05/15/24	03/15/24	350.00
ABC Plumbing
Sample, Bob	General
06/27/19	05/15/24	09/01/24	50.00
ABC Trees
,	General
06/27/19	05/15/24	09/01/24	50.00
ADM Rice, Inc.
Barnette, John	Corporation
01/01/01	05/15/24	08/19/24	100.00
Advanced Documents Concepts
Fogleman, Michael	Retired
01/01/01	05/15/24	08/19/24	50.00
Advanced PVA Technologies, Inc.
Kalfsbeek-Smith, Daurice	Corporation
01/01/01	05/15/24	12/21/24	100.00
Affordable Office Furniture and Supplies
,	Corporation
01/01/01	05/15/24	09/07/24	100.00
Ag Air Update
MORRISON, Ed	Basic Business
11/23/09	05/15/24	11/23/24	220.00
another mem
vieth1, chris1	sam
03/21/14	05/15/24	03/21/24	1.00
azzam
Azzam, Sami	Professional
08/23/16	05/1

Click "Create Renewal Invoices" to start generating new invoices

To create new invoice for a single member, go back to "Billing Menu"

For members listed on the Batch Renewal warning section, use these steps to update their billing for renewal.

If a member has outstanding annual fees for past years, you can only create one invoice at a time using this process. To bring their account current and generate invoices for all past years, you'll need to repeat these steps for each year.

Find the member's account in the member list. In this example, Kevynne is behind on payments for the past two years. Click the "Renew" button on Kevynne's account record. You may need to repeat this process several times until his billing history is up-to-date

This step also allows you to set up invoices for new members who haven't been billed before. You can identify these members by the "Create New Invoices" label.

After following the update steps, you can verify Kevynne's transaction history. This will confirm that invoices have now been generated for all the past years he previously missed.

Tip! Red Line indicates unpaid. Once paid, line will change to black.

Chamberorganizer

This guide provides step-by-step instructions on how to manually generate invoice records for all members or individual members. It explains how to navigate to the necessary page, select the date range, create invoices, and update billing history. Following this guide will help chamber admins efficiently manage membership renewals and ensure accurate invoicing.

Generate Member's Invoices

Updating Member's Billing