At some point in the dues collection process, you're going to want some reports. You'll find these under Financial > Dues & Arrears.
- Dues & Arrears - Use the Dues & Arrears table to print a list of all dues and/or arrears (type "dues" in the search box to view and/or export a report of only Dues; type "Arrears" in the search box to view and/or export a report of only Arrears).
- Bulk Edit Dues - Use this report to export a single line per member of Dues Owed by year, plus total per member.
To view a report of Dues Paid and Dues Owed by Year, scroll down to Aged Receivables in the Dues & Arrears screen.
Here you can view the following:
- Paid - Click on $0.00 of payments made to view a list of dues payments made for the specified year. Export this report by excel, PDF, print, etc.
- Owed - Click on $0.00 of dues outstanding to view a list of dues and arrears owed for a specified year. Export this report by excel, PDF, print, etc.
Remember that "Dues" are the current year's dues and "Arrears" are past year's dues. This may differ slightly from your bylaws definition of these terms.
Click here for more details about the Dues & Arrears management.