The following instructions are for leaders or admin volunteers who are completing bill related member management services.

For when an order is more than 15 days past due.

Send First Reminder and an overdue notice using the email tools on the membership management platform

1. Go to Users and find the user account
2. Edit user>Customer data>Schedule emails
3. Trigger the “Overdue bills – 15 day” email

For when order is more than 30 days past due

Send second Reminder and final notice using the email tools on the membership management platform

1. Go to Users and find the user account
2. Edit user>Customer data>Schedule emails
3. Trigger the “Overdue bills – 30 day” email

For when an order is more than 30 days past due

Send the last Reminder using the email tools on the membership management platform

1. Go to Users and find the user account
2. Edit user>Customer data>Schedule emails
3. Trigger the “Overdue bills – 30 day” email

Also see: Sending Out Bill Reminders for when there are a lot of bill reminders to send.

For when people leave owing us money.

Make a note in their customer account. Customer will be eligible to apply for membership after past due bills are cleared.

Set their role to blocked NSF. If they seek membership again a message will be triggered asking them to clear any past due bills.

Also see How_to_process_member_bills