Current Month Past Dues

Current Month Past Dues

1.) Log into the backend system. At the dashboard there is this area :

Monthly Dues-1

2.) Click on it and this page will appear:

Monthly Dues-4

3.) View the credit cards declines:

Monthly Dues-2

4.) View the cash dues:

Monthly Dues-3

RECONCILE PAST DUES FROM BACKEND:

5.) To reconcile the cash due from the backend, click on the last icon:

Monthly Dues-5

6.) A page will appear where you can input in credit card information, existing cards, or cash payments:

Monthly Dues-6

HAVE MEMBER PAY FOR THE PAST DUE (EMAIL INVOICE):

7.) For member to fill it out themselves. Click on the second icon to create an invoice:

Monthly Dues-7

8.) Confirm to create the invoice:

Monthly Dues-8

9.) Invoice opens:

Monthly Dues-9

10.) At the actions icons here, there is the first icon. Click on the first icon (paper plane for emailing):

Monthly Dues-10

11.) The email notification page will open. There’re the recipient’s email address and the body of the email. Also included in here¬† is the invoice url where the member can make the payment. Click send:

Monthly Dues-11

12.) Email is sent and the member opens up the invoice and click on the credit card icon to make a payment:

Monthly Dues-13

 

Monthly Dues-12

*If you have any questions on technical questions you can contact support at customersuccess@fitsoft.com

 

Subscribe to Our Newsletter!