Procedure for Member Dues collected by VMA-NYC

Created by Tim Atkinson, Modified on Thu, 09 Mar 2023 at 11:04 AM by Tim Atkinson

Sometimes we will hear from VMA-NYC that they have collected member dues directly from a member and will be sending us a check for that amount.


We must update the member immediately in our system to show that they are current.


The procedure is as follows:


1. Create or renew the membership with no charge

2. Create an order to be paid by VMA-NYC

This is important - as the auditor will need to see that we are setting up invoices at the time we renew members. We can't do a free member join or member renew without creating a robust path for closing the receivable correctly.

Also - Tatiana will need to be able to find an invoice to match the check when it arrives.


I setup a new product “State Membership Sold Direct by VMA-NYC

Make the purchases the member – so that it shows up on the member profile

Make the Billto – VMA-NYC so that they get the invoice.

Then Tatiana can match the check to the invoice when it comes

 

NOTE – Make sure the email address for the invoice is Linda’s – not the new member

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