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Michael Hall

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  1. 101 votes

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    30 comments  ·  Wishlist » Finances  ·  Admin →
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    Michael Hall supported this idea  · 
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    Michael Hall commented  · 

    This is a feature I wanted to execute, too. We have renewal fees that are totally different from new membership fees, plus different renewal fees per membership level. I ran an "advanced search" to produce a group of memberships by level, then wanted to send that group individual invoices with the same amount of renewal dues, but was forced to build and send an invoice one by one, which was not feasible for 200+ memberships. Now, we will have to create new membership levels for the renewal memberships to keep those separate from new memberships in order to get the correct fees on the invoices for the different levels.

  2. 102 votes

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    43 comments  ·  Wishlist » Members  ·  Admin →
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    Michael Hall supported this idea  · 
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    Michael Hall commented  · 

    Our organization also applies a late fee (of $50) to each membership that does not pay by a certain date. Outside of generating a new invoice with the add'l fee for all those memberships that have not paid on time, I do not know how I'll handle this our first year using W.A. I will probably have to manually delete the outstanding unpaid invoice and create a new one for each person awaiting paying with the late fee. I asked a W.A. tech support about setting an expiation time/date in an invoice so that at midnight of date, the invoice would expire and no longer be useable/accessible to member, but this feature is not available.

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