Year-End Billing Made Simple: 5 Steps Before You Run Dues

Description

Get your billing in shape before the new year starts. Year-end is busy enough without invoice surprises. Whether you bill everyone once a year or throughout the year, this session walks you through the setup that keeps dues running smoothly.

In one hour, you’ll learn how to:

• Organize your Chart of Accounts so your reports make sense
• Update fees and fee schedules for the year ahead
• Make sure your membership application shows current pricing
• Review member billing contacts and info before invoices go out
• Create your membership dues invoice batch with confidence

Bring your questions. You’ll leave with a clear checklist and fewer headaches in January.