Billing all past due balances

A subtab under Billing is the Account Balances tab. This shows all balances on all accounts, for all members. You will use this area to keep track of past due members. You will see how many accounts are held, and the total amount owed to the club. The Quick Filters box on the bottom provides a simple and easy way to target specific accounts. Click on Past due to filter accounts with past due balances. There is also an advanced button for an advanced filter option where you can see what is owed or past due by whatever amount and date range you specify. You can bill the accounts by clicking Select All, then click Create Batches. This will create batches for all payment methods selected in the Process Types box.

To bill all past due amounts. Click Past Due, in the Quick Filter box to show you everyone that is past due. Click Select All. Then click Create Batch. If you do not want to create batches for all payment types, you can select the payment type that you wish to bill at this time, in the Process Types box.

Click for a demonstration