Create a new Invoice/QuickPay dues charge

Each fiscal year you will need to set-up your Local Alumnae Club dues.  Your International dues will automatically be set-up for you.  The fiscal year is July 1st - June 30th.  

The following steps will assist you in how to create your dues charges for the new year through an Invoice/QuickPay Request.
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First Steps

  • Log into memberplanet as an admin
  • Click 'Invoices' in the menu
  • Click 'Add a QuickPay charge' from the sub-menu

Choose a Charge Option

  • Name your charge ("Local Dues")
  • Choose a charge type
  • Select a bill date 7/1
  • Set the close date to 6/30 to coincide with the fiscal year.

Notify your Members

  • Choose who the charge should be assigned to (a few members or all)
  • Select whether you'd like to notify members via email
  • Save your work
*Click here for in-depth details on how to set up your dues

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