After the correct financial processing of your memberships (creation, renewal) and activities (settlement of costs), they still need to be followed up for payment, reminders, possibly (in case of non-payment) membership status Expired.
The procedure in terms of follow-up depends on the administrative method used
- Online Payments
- Manual follow-up
Online Payments
With online payments, there is mainly an easier tracking of the payments, and thus the possible reminders.
The possible entries remain identical, depending on the accounting system chosen.
Memberships
Follow up on payments:
A payment invitation will be sent by mail at the time of membership invitation and renewal. Upon approval, the member can make the payment, through Mollie.
- Manual Follow-up
Maintain in Clubs via Indication "invoiced" and "paid" on membership
If not paid, remove member by changing Member status - Accounting
Upon non-payment of membership invoice, any credit note, and removal of member by changing Member status to expired.
Activities
During registration, the online payment procedure is carried out and the registration is final only after effective payment.
- Manual Follow-up
Automatic indication "paid" on attendance list at the activity - Accounting
Identical follow-up as below, but with invoice already paid
Manual Succession
Memberships
Follow up on payments:
- The renewal email can be sent in cc to Admin, follow up via this email
- Track in Clubs via Indication "billed" and "paid" on membership
Activities
Follow up on payments:
- Export the invoicing list at Activities / Invoicing
- Payment control via bank statements and indication "paid" on attendance list
Reporting Financials
The open payments for all activities and memberships conveniently together:
- Reporting / Financial
