The Billing Cycle Checklist becomes available one week before your chapter's next set of statements are sent out. This tool helps you ensure that the statements being sent are 100% accurate and going to the correct place. You will have up until two days before statements are sent to complete this checklist. See below for more information on how to manage this!
- Click the Notification Bell
- Select Billing Cycle Checklist
- Review each of the following Checklist Items
- Update Statement Contact Information
- Make any necessary Address Changes
- Update any Invalid Addresses
- Update Billing Groups for members that need to be moved
- Update any Billing Statuses for members that need to be switched to active or inactive
- Quick Tip: Review Roster and Billing Discrepancies to view a list of members that Vault thinks may need to be moved to inactive billing
- Review members that have Late Fees turned off
- Add any New Members
- If you do not have the ability to add new members on Vault, email your Support Team with OmegaFi for assistance as some organizations require you to add them on their platform first.
- Bonus Item: Review the Billing Overview page to make sure all scheduled charges look correct
- Click Checklist Complete