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  • Home
  • Collegiate
    • Getting Started
    • Site Builder >
      • Guidelines
      • Instructions
    • Chapter Tools >
      • Philanthropic Events
      • Foundation Donations >
        • General Chapter Fundraising Checklist
        • Event Checklist for Running for Readers Virtual Event
      • Mobile App
      • Great Examples
      • Training Videos
  • Alumnae
    • Getting Started
    • Site Builder >
      • Guidelines
      • Instructions
    • Alumnae Tools >
      • Dues Setup
      • Philanthropic Events
      • Foundation Donations >
        • Alumnae Fundraising Checklist
      • Great Examples
      • Training Videos
  • FAQs
  • Support
  • Log in to memberplanet

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:​

Below are some additional dues support links, just in case: 

  • Set-up your local alumnae dues (National dues are already set-up for you automatically each fiscal year) 
  • How to set-up an Angel Dues or additional contribution for club
  • Creating a customized email/newsletter with the “pay now” dues button
  • How to send a quick dues email or send a request to members that still owe local dues
  • How to change your local dues amounts
​
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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
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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.
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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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memberplanet pro tips


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Link your bank account
Add text about importance of linking account to receive funds
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Create a 'Pay Now' button
Explain how to add a pay now button to emails to increase dues 
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Payment alerts & Tracking
Receive alerts and track who has paid and who has not.
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Send a thank-you note
How you can send an auto-thank you note after payment w/ info.
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