Year-End Billing Made Simple: 5 Steps Before You Run Dues
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We know Office Hours have been a helpful touch point for many of you. We've decided to pause our regularly scheduled sessions while we explore how to make that time even more valuable for you.
In the meantime, our Support Team is always happy to help — and our support portals also include a knowledge base you can search any time for answers and how-to guides. We'll share what's next here soon.
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Phone: 800.825.9171, option 4
Chat or support ticket:
Year-End Billing Made Simple: 5 Steps Before You Run Dues
Tuesday, 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.
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