Automatically post "Date Last Paid" for annual memberships
Our memberships are annual. We have to send badge stickers via regular mail to people who renew their memberships. If we export financial information when they pay their invoices, there is no mailing address associated with the export.
I had to add another field to the Contact field list that has to be manually updated when a member pays their annual dues. Then, I run an export that contains their address information which goes into an MS Word mail merge doc.
It'd be nice to skip the manual step of updating a member's record with the "Date Last Paid" info.
Dmitry Buterin commented
Can you elaborate further on this?
I am not clear why it matters when they last paid - in my mind what matters is their next renewal date - which is available in the export file as 'Renewal due'.