Region Administrators: How to Update Club Rosters, Generate Invoices & Pay Dues on behalf of the Region.

This guide is essential for Region Administrators seeking to efficiently manage club rosters, update member and officer information, and handle invoicing and dues payment. It provides step-by-step instructions to streamline these processes, ensuring accuracy in member records before generating invoices. By following the guide, administrators can avoid processing delays, enhance operational efficiency, and maintain organizational integrity. For any additional support, direct contact information is also provided.

Alyssa Marshall
98 steps
11 minutes

Salesforce

**Region Administrators: Getting Started** 1. Update Club Rosters: Terminate members, add new members and update member contact information. Remember each member must have a valid, individual email address on file. 2. Update Club Officers: Edit existing leadership affiliations and Add New Club Officers as needed. 3. Review and Validate each Club Roster: **Ensure your rosters are accurate BEFORE generating an invoice.** 4. Generate an invoice and select payment method. If paying by wire or check, ensure you email back-up documentation to [siahq@soroptimist.org](mailto:siahq@soroptimist.org) AND [wires@soroptimist.org](mailto:wires@soroptimist.org) to avoid processing delays. **Need Support?** Contact us at [siahq@soroptimist.org](mailto:siahq@soroptimist.org).

Navigate to [https://soroptimistinternationaloftheameri.my.site.com/s/](https://soroptimistinternationaloftheameri.my.site.com/s/)

Click "Language Settings"

Click "CancelSave"

Click "Save"

Click "Home"

Click "Region Profile"

Region Profile Tour

Click "Affiliated Contacts (1)"

Click "Clubs (5)"

Click "Invoice Generated?"

Filtering Rosters by Club

Click here.

To RESET the view of the Leaders and Members tables to view ALL leaders and members in the region, click the circle arrow button within each table.

How to Terminate a Member

Click "Edit"

Click "Terminated"

Enter the End Date of when their membership ended.

Click here.

Adding a New Member

In this example, we'll demo how to add a new member from the Region Profile page. Click on the New Member button.

Click "Next"

Click "Create a New Member"

Click the "Personal Email" field.

Click "Add to Members"

Click "Create a New Member" to continue adding multiple new members.

Click "Submit & Confirm Dates"

Click here.

Enter the Start Date of their Membership

Click "Submit & Pay Dues"

Click "Finish"

Adding a Club Officer or Leader

Click the "Add Club Officer button"

Select the Member you want to assign a role to, in this example it's "Junko-Japan-Club-01 Test"

Set their status to "Current."

Enter the Club Leadership Position, in this example, it's "Club Treasurer."

Enter the Start Date for when they will begin their leadership role and click "Next."

Click "Finish"

How to Generate a Club Invoice from the Region Profile page

**Alert!** Ensure your rosters are accurate BEFORE generating an invoice. **Japanese:**\ **警告！** 請求書を作成する前に、会員名簿が正確であることを必ず確認してください。 **Korean:**\ **알림!** 인보이스를 생성하기 전에 회원 명단이 정확한지 반드시 확인하세요. **Chinese (Traditional):**\ **提醒！** 在產生發票之前，請務必確認會員名冊資料正確無誤。

After you have confirmed that the club roster is complete and accurate, click the **Generate Invoice** button.

Double check that the numbers look accurate. *NOTE: the window may have a restricted width size to accommodate mobile devices.*

If the numbers look inaccurate or incorrect, click the "Request Adjustments" button--and an email will be sent to [siahq@soroptimist.org](mailto:siahq@soroptimist.org)

Otherwise, continue on. Founder's Pennies will be automatically calculated.

If you do NOT want to pay Founder's Pennies in this invoice, you can select the donation and click the Remove button.

To add a Club Giving donation, Click "Add a Donation"

Select the "Club Giving" option.

Enter the Amount (USD $) and Click "Add"

Choose whether or not the donation represents "10% or more of fundraising efforts."

Select the "Wire" option.

Click "Generate Invoice"

Click "Next"

You did it!

Refresh your Region Profile page and you'll notice that the Annual Dues balance will show in the column AND a checkmark indicating that an invoice has been generated on behalf of this club.

You'll also notice that the Region Open Balance total will change showing you the outstanding balance for Annual Dues and any optional donations you've added to each club's invoice (including founder's pennies, club giving, SI foundation, etc.)

**Tip!** Once you are done generating each club's invoice, take a look at the "Region Open Balance Current Year Dues" field to know the total sum of money for your wire payment!

**Alert:** Please remember to send us backup documentation with your wire payment. Send backup documentation to [siahq@soroptimist.org](mailto:siahq@soroptimist.org) and [wires@soroptimist.org](mailto:wires@soroptimist.org)

THANK YOU!

How to Resend a Payment Receipt

Alert! You will receive a payment receipt once we process your wire in our system. Please be patient with our processing time as this time of the year is very busy for us! Once processed, if you cannot find your payment receipt, please follow the steps below.

Click on the Club Name, in this example it is "Test-Japan-Club-05"

Click on the Open Dues link, in this example: "Test-Japan-Club-05 Club Dues 07/01/2025 Annual Dues"

Click "Generate Payment Receipt"

Click "Close"

To see ALL "Opportunities" or Transactions, Click on the Club Name again, in this example: "Test-Japan-Club-05"

Click "View AllOpportunities"

How to Correct a Previously Generated Invoice

Alert! This example is assuming that you have not yet sent a wire payment as invoices were still in flux.

Let's pretend that we forgot to add a member to this club. We need to correct our roster and generate a new invoice.

Click the Generate Invoice button.

Here, it's telling us that we already have an open invoice for this club year... We're going to delete the open invoice and start over!

Click "Delete Open Invoice"

Click this icon.

Refresh the page.

Notice how the Club Annual Dues Balance total changes AND the Region Open Balance total changes.

Make your roster adjustments. In this example, I am pretending that I need to add a new member before I generate an updated dues invoice.

Click "No, They are new Members."

Click "Next"

Click "Create a New Member"

Click "Add to Members"

Click "Submit & Confirm Dates"

Click "Submit & Pay Dues"

Click "Finish"

I have successfully made my roster updates. I am now ready to Generate a New Invoice for this Club.

Click "Generate Invoice" button.

Double check your numbers and totals.

Founder's Pennies are automatically calculated; however, you can Click here to select and remove them if necessary.

Click "Add a Donation" to add an optional Club Giving donation to this invoice.

Select the "Club Giving" option.

Enter the Amount (USD $)

Click "Add"

Denote whether or not this amount represents "10% or more of fundraising efforts"

Select the "Wire" option under Payment Method if paying via Wire.

Click "Generate Invoice"

Click "Next"

Refresh the Region Profile page and notice how the Annual Dues Balance reflects the correct dues amount.

That Club Dues amount will also be added to the Region Balance total.

Run into questions? Email [siahq@soroptimist.org](mailto:siahq@soroptimist.org)

a woman in a yellow jacket is sitting on a couch and applauding .

How to Export a Region Roster

Click "Open Report To Export Roster"

You can sort by the column headers as needed, in this example, I'm sorting by Club Name.

You can see who holds which leadership positions.

And have direct access to their contact email.

To print this roster, you will first need to Export to Excel. Click "Export"

You can choose either a Formatted Report or Details Only Report which looks like a traditional excel or csv sheet.

Click "Export"

For more tips on printing from excel, visit [Microsoft's Support Center: Print a sheet or workbook.](https://support.microsoft.com/en-us/office/print-a-sheet-or-workbook-0f104967-ebce-406f-9c37-d3ab0dc02137)

Region Administrators: How to Update Club Rosters, Generate Invoices & Pay Dues on behalf of the Region.

Alyssa Marshall
98 steps
11 minutes

Salesforce

Navigate to [https://soroptimistinternationaloftheameri.my.site.com/s/](https://soroptimistinternationaloftheameri.my.site.com/s/)

Click "Language Settings"

Click "CancelSave"

Click "Save"

Click "Home"

Click "Region Profile"

Region Profile Tour

Click "Affiliated Contacts (1)"

Click "Clubs (5)"

Click "Invoice Generated?"

Filtering Rosters by Club

Click here.

To RESET the view of the Leaders and Members tables to view ALL leaders and members in the region, click the circle arrow button within each table.

How to Terminate a Member

Click "Edit"

Click "Terminated"

Enter the End Date of when their membership ended.

Click here.

Adding a New Member

In this example, we'll demo how to add a new member from the Region Profile page. Click on the New Member button.

Click "Next"

Click "Create a New Member"

Click the "Personal Email" field.

Click "Add to Members"

Click "Create a New Member" to continue adding multiple new members.

Click "Submit & Confirm Dates"

Click here.

Enter the Start Date of their Membership

Click "Submit & Pay Dues"

Click "Finish"

Adding a Club Officer or Leader

Click the "Add Club Officer button"

Select the Member you want to assign a role to, in this example it's "Junko-Japan-Club-01 Test"

Set their status to "Current."

Enter the Club Leadership Position, in this example, it's "Club Treasurer."

Enter the Start Date for when they will begin their leadership role and click "Next."

Click "Finish"

How to Generate a Club Invoice from the Region Profile page

After you have confirmed that the club roster is complete and accurate, click the **Generate Invoice** button.

Double check that the numbers look accurate. *NOTE: the window may have a restricted width size to accommodate mobile devices.*

If the numbers look inaccurate or incorrect, click the "Request Adjustments" button--and an email will be sent to [siahq@soroptimist.org](mailto:siahq@soroptimist.org)

Otherwise, continue on. Founder's Pennies will be automatically calculated.

If you do NOT want to pay Founder's Pennies in this invoice, you can select the donation and click the Remove button.

To add a Club Giving donation, Click "Add a Donation"

Select the "Club Giving" option.

Enter the Amount (USD $) and Click "Add"

Choose whether or not the donation represents "10% or more of fundraising efforts."

Select the "Wire" option.

Click "Generate Invoice"

Click "Next"

You did it!

Refresh your Region Profile page and you'll notice that the Annual Dues balance will show in the column AND a checkmark indicating that an invoice has been generated on behalf of this club.

**Tip!** Once you are done generating each club's invoice, take a look at the "Region Open Balance Current Year Dues" field to know the total sum of money for your wire payment!

THANK YOU!

How to Resend a Payment Receipt

Click on the Club Name, in this example it is "Test-Japan-Club-05"

Click on the Open Dues link, in this example: "Test-Japan-Club-05 Club Dues 07/01/2025 Annual Dues"

Click "Generate Payment Receipt"

Click "Close"

To see ALL "Opportunities" or Transactions, Click on the Club Name again, in this example: "Test-Japan-Club-05"

Click "View AllOpportunities"

How to Correct a Previously Generated Invoice

Alert! This example is assuming that you have not yet sent a wire payment as invoices were still in flux.

Let's pretend that we forgot to add a member to this club. We need to correct our roster and generate a new invoice.

Click the Generate Invoice button.

Here, it's telling us that we already have an open invoice for this club year... We're going to delete the open invoice and start over!

Click "Delete Open Invoice"

Click this icon.

Refresh the page.

Notice how the Club Annual Dues Balance total changes AND the Region Open Balance total changes.

Make your roster adjustments. In this example, I am pretending that I need to add a new member before I generate an updated dues invoice.

Click "No, They are new Members."

Click "Next"

Click "Create a New Member"

Click "Add to Members"

Click "Submit & Confirm Dates"

Click "Submit & Pay Dues"

Click "Finish"

I have successfully made my roster updates. I am now ready to Generate a New Invoice for this Club.

Click "Generate Invoice" button.

Double check your numbers and totals.

Founder's Pennies are automatically calculated; however, you can Click here to select and remove them if necessary.

Click "Add a Donation" to add an optional Club Giving donation to this invoice.

Select the "Club Giving" option.

Enter the Amount (USD $)

Click "Add"

Denote whether or not this amount represents "10% or more of fundraising efforts"

Select the "Wire" option under Payment Method if paying via Wire.

Click "Generate Invoice"

Click "Next"

Refresh the Region Profile page and notice how the Annual Dues Balance reflects the correct dues amount.

That Club Dues amount will also be added to the Region Balance total.

Run into questions? Email [siahq@soroptimist.org](mailto:siahq@soroptimist.org)

How to Export a Region Roster

Click "Open Report To Export Roster"

You can sort by the column headers as needed, in this example, I'm sorting by Club Name.

You can see who holds which leadership positions.

And have direct access to their contact email.

To print this roster, you will first need to Export to Excel. Click "Export"

You can choose either a Formatted Report or Details Only Report which looks like a traditional excel or csv sheet.

Click "Export"