Membership Billing
Membership Billing generates membership dues invoices automatically, so renewals go out on time without anyone having to create them by hand.
Accessing Membership Billing
Navigate to Membership Billing under Settings in the admin menu (/admin/settings/membership-billing).
Billing Methods
Anniversary Billing (Individual join dates)
Each member is billed on the anniversary of their membership start date. Renewals are spread throughout the year.
Fixed Date Billing (All on same date)
All members are billed on the same date each year. Choose the Billing Month and Billing Day, for example July 1 for a fiscal year that starts in July.
Settings
- Automatic Invoice Generation: When on, ShulNET checks for renewals every night and creates dues invoices.
- Payment Due (Days): The number of days after the invoice date when payment is due.
- Grace Period (Days): How many days before or after the billing date ShulNET looks for renewals. It also prevents a member from being billed twice for the same period.
Click Save Settings after making changes.
Generating Invoices Manually
Under Manual Operations, you can preview which members are due for renewal and click Generate Invoices Now to create their invoices immediately. This works even when automatic generation is turned off.
How Invoice Amounts Are Set
ShulNET bills each member's active membership period at the price of that period's membership tier. Keep tier prices current in Membership Tiers before your billing date. With anniversary billing, the renewal date comes from the member's last renewal date, or the start of the membership period if there is none.