INTRODUCTION
Feature Summary: Post Fees is a transactional feature that allows you to create a Misc. Fee for members in bulk, instead of having to manually adjust each member's account.
Use Cases: If an annual member fee is posted for all members at a facility, such as for annual maintenance fee, this can be done using the Post Fees page.
SETUP REQUIREMENTS
To do this, we'll go to Transaction List > Post Fees.
Once here, a Misc. Fee can be created to post:
From there, these filters can be used to filter the members that appear on the Select Members list:
Membership(s): Filter Members List to only show members under specific members.
Member Status: Filter Members List to only show Active or Inactive members.
Balance: Filter Members List to only show members that have a balance of a certain amount. When filtering by Balance, system users can select a dollar amount, and then a Greater Than, Less Than, or Equal To option.
Now that I have this setup, press 'Post Fee' and it will now appear on the members' accounts who match the criteria above.
If you would like to see previous Post Fees you can press the orange ‘View Posted Fees From Past 30 Days’ button in the top right hand corner.
