Billing

Billing Members

• What are reminder statements and why should the chapter set them up?
• How do I budget for inflation?
• How do I add transactions in mass?
• How do I view member discount details?
• How do I add a T-shirt order?
• How do I update custom billing information?

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Billing Reports

• What is a member income report?
• How to view Vault Login Statistics
• How to view Delinquency Actions
• How to view Member Risk Evaluation
• What is a Billing Activity Summary?
• How do I build Custom Reports?

Member Payments

• What options do members have to submit payments?
• How do I enter payments collected locally?
• Where can I find information about members that use AutoPay?
• How do I view a Payments Received report?
• What happens when an overpayment occurs?
• How can I view a Payments Received report?

Billing Roster Management

• How to Update Billing Statuses
• How to view Member List by Billing Group
• How to Review Roster and Billing Discrepancies
• How to Assign Members Without a Billing Group

Collections

• How to view Collection Statuses Report
• How to Send Members to Collections

Billing Administrative Tools

• How to Create a Donation Form

Statement Details

• How do I update billing groups to Resident vs. Non-Resident?
• How do I edit billing cycle dates and charges?
• How to Complete the Billing Cycle Checklist
• How to Edit Statement Contact Information