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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 that have local, state, and national dues. (This excludes any MLS or lockbox fees that may be on a different schedule)
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 agents who have made alternate plans to pay their membership dues and avoid late fees.)
Add Late Fees to Selected Invoices
Select the fee item you created in step 2.1 above and set the desired price of the late fee. Click Apply Changes to add the late fees. Depending on how many invoices you’re adding late fees to, this may take a couple of hours.
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Membership Types: All association memberships that have local, state, and national dues. (This excludes any MLS or lockbox fees that may be on a different schedule)
Invoice Date: Date used on initial run of association dues invoices. (This excludes any members who have recently joined)
Exclude Tags: Tag added to prevent an agent from being suspended
(Review step 2.2 for more information about excluding contacts by tag)
3.2.2 Suspend Agents Associated with Selected Invoices
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Membership Types: All association memberships that have local, state, and national dues
(This excludes any MLS or lockbox fees that may be on a different schedule)Invoice Date: Date used on initial run of association dues invoices
(This excludes any members who have recently joined)Exclude Tags: Tags added to prevent an agent from being dropped
(Review step 2.2 for more information about excluding contacts by tag)
3.4.2 Notify Dropped Agents
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Membership Types: All broker memberships that have local, state, and national dues
Invoice Date: Date used on initial run of association dues invoices
(This excludes any brokers who have recently joined)Exclude Tags: Tags added to prevent a broker from being dropped
(Review step 2.2 for more information about excluding contacts by tag)
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