Full Automation - Nightly Jobs

The MMS can be set up such that nearly all aspects of renewal processing can be automated - posting of invoice records, emailing of notifications, dropping of non-pays.

Batch Renewal: renewal invoices can be posted automatically when a member is due for renewal. We set this up based on a number-of-days timeframe, such that if you specify 90 days, the renewal invoice record is posted to the system 90 days before it's effective date.  

Batch Notification: Starting when the invoice record is posted in the system, renewal notifications can be sent every X number of days until the member pays dues (renews) or cancels.  By default, X is 30 days.

Batch Drop: Non-paying members can be dropped automatically after X number of days of being past-due.

Since these features are very powerful,  if they are not properly set-up, they can cause problems (posting transactions too early, dropping members too quickly).  To avoid problems, we handle implementation of these on an individual basis, by request.  They are typically implemented sequentially - first batch renewal, then batch notifications, then batch drop.

We only recommend these automated features for organizations that renew members year-round.  If you have a fixed-year renewal (all members renew at the same time each year), we recommend the manual functions in the billing system to post invoices and send notifications.

Please contact us for assistance in order to set these features up for you.