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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 > Memberships, Membership Settings > Proration Settings tab
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Enable Bill Next Cycle Now
The system will create a prorated invoice for the remainder of the current billing cycle and an invoice for the next billing cycle. Once enabled in Membership Settings, this must also be enabled for each membership type you want to use. Open the pricing popup for a membership type, enable advanced options, and then check the box for “Bill Next Cycle”.
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Setup > Memberships, Application Forms
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Disable Automatically Approve Applications
You and your staff should have a chance to review applications before approving them. This gives you a chance to review the membership application and confirm that they applied for the right type of membership. If enabled, this setting will prevent you from enabling the next setting.
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Memberships > Submitted Applications tab
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Review and Approve Membership Application
For current and future pending applications, click on the Gavel icon to view the applicant’s information. The View Application button will show information as it was entered on the form.
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Setup > Services, Products, and Commerce; Fee Items
Show me in GrowthZone
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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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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 the 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> Email Invoices | Print Invoices
Before dropping members, you should notify them that their membership with your association has ended. It’s important to do this step before dropping the member because if you write off the invoices, you will no longer be able to email or print the invoices from this tab.
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