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Click the “Need Help?” sidebar on the right side of any GrowthZone screen to open our new Resource Center. In there, you’ll You’ll find interactive guides and training to help you configure the system, as suggested below. Look for the “Show me in GrowthZone” link in this document. That link will take you to an in-app guide to walk you through those steps in more detail.
Intro: Outline Your Association’s Processes
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Each association has unique process, procedures, and schedules for tracking and collecting overdue invoices. The processes defined in this document are designed to support your needs. Use the blank timeline below to outline when your association will take different actions on overdue invoices, like adding late fees or dropping members.
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Setup > Services, Products, and Commerce; Fee Items
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Create Late Fee - Fee Items
Create a new fee item and set the Fee Item Type to Late Fee. Set the Product Category and Description fields as you’d like. Work with your accountant to set the appropriate Income, Receivables, and Deposit Accounts. Do not check the Is Recurring Fee checkbox. If you add multiple late fees to overdue association dues invoices, you can use the same fee item for each round of late fees if all the money goes to the same GL accounts.
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Memberships> Unpaid tab> Customize Results
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Filter Unpaid Invoices to Overdue Association Dues Invoices
By default, this screen lists all open invoices for membership dues. Filter by membership type, invoice date, and tag so that only the correct overdue invoices will receive a late fee:Membership Types: All association memberships
Invoice Date: Date used on initial run of association dues invoices. (This excludes any members who have joined recently)
Exclude Tags: Tag created in step 2.2. above. (This excludes any members who have made alternate plans to pay their membership dues and avoid late fees.)
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Memberships> Unpaid tab> Actions> Drop Members
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This screen walks through options for removing a variety of benefits from dropped members. The most important option is whether to leave unpaid invoices open or to write them off. GrowthZone suggests writing off the open invoices to keep your accounting records clear and to avoid confusion if the member rejoins in the future. Depending on how many members you’re dropping, this may take a couple of hours.