The first step is to setup a contact record for each member in your group. You can do this manually or have an automatic sign up on your site. On that contact record you will have a section for services. These are the ongoing dues that your members are required to pay. Select the Term (every 3 months for example), the name of the service, the price, and the start date. This contact has ordered 5 services, each with a three month term. Once the services are entered against that contact you don't have to do another thing. Everything, including resetting the from and to dates, is done automatically. This member is queued up to pay these services every three months from now on.

When it comes time to invoice (once a week for example) you run the "Auto Invoice Membership" system. The system looks at your membership and determines who should be invoiced based on their services and start date. The system will determine who owes dues (it only brings up those members that are due, not all members) and will queue them up for payment as shown here. To invoice your membership all you have to do is click "Auto Invoice These Accounts."

Selecting "Auto Invoice these Accounts" causes the system to create an invoice, write the text of the invoice, queue them up for printing, and make an entry into their Accounting screen showing an invoice has been issued. All you have to do is put invoice forms and envelopes in your printer and the system will print the invoices and envelopes. You click ONE BUTTON and the system produces 200 invoices along with all the accounting and maintenance for each member.

After you run Auto Invoice the system POSTS a credit against each account. This is a screen shot of a member Accounting Screen. Invoices are posted against the account are shown in Blue. Payments are posted against the account are Red. The balance due is shown in the upper right. The account shows an outstanding balance of $120 from invoice 33761 issued on 6/4/2007. When that payment comes in you will post it (using the post function at the top). That payment will be red, will "cover" the outstanding invoice (shown in blue), and balance the account. Periodically run the "Past Due Accounts Report" to show your entire membership, exactly who has an outstanding balance and how far past due they are. Using Membership System you can easily manage a dues paying group of up to thousands of members.