Introduction
This article is for clubs that use the Automation Center to send their members automatic overdue payment notifications with a call for payment.
If you have the Automation rules set up to send overdue payment notifications to your club members, this article will provide you with a report to check the exact number of debtors and provide you with an detailed information about the debt collection stage.
This report will also help you determine:
- Stage the debt collection process is at,
- Date when the last notification was sent to members in debt,
- Content of the last notification sent to members in debt.
Before you start
Make sure you have your Automation rules set up correctly and are effectively notifying club members of overdue payments.
- If you need a reminder of the setup, or if you don't have Automation rules configured yet and aren't sending overdue notifications, but would like to do so, read this article.
- If you want to learn more about Automation Center, read this article.
Instruction
How to check Notification history for members in Debt?
1. Go to the PGM -> Reports -> All -> Debtors
2. Generate the Debtors report. Select the following parameters:
- Club,
- Membership Status,
- Financial Status.
3. Click on the XLS button.
4. Open the downloaded file and check the data in columns:
- AI – Debt Collection Stage.
- AJ – Date of the last notification.
- AK – Content of the last notification.
Note: this report contains information about debt collection notifications generated only based on the following events: Contract payment required, Credit card expired, Online payment ended in error, Penalty charged for no transaction fee, User does not have complete payment information.