1. Click Billing in the left-hand menu.
2. Click the Invoices tab.
4. Click the New Transaction drop-down arrow.
5. Click Writeoff balance.
6. An Invoice Writeoff screen will display.If Transaction Classes have been created, a Billing Class drop-down selection will appear on the screen. Select the desired Billing Class for this transaction.
8. Click Finish.
1. Click Billing in the left-hand menu.
2. Click the Reports tab.
3.
4. Click Generate Report to see a list of all members with over member fees and dues.
6.
8. Recommend: Select Disable rep(s) in group(s) so that reps will no longer be included in communication to the group.
9. Click Drop Selected Members.