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Year-End Billing Made Simple: 5 Steps Before You Run Dues
October 20, 2026 10:00 AM - 11:00 AM
(CDT)
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.