Create a new Invoice/QuickPay dues charge

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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

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

Choose a Charge Option

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• 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

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• 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

memberplanet pro tips

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Link your bank account
Add text about importance of linking account to receive funds

Create a 'Pay Now' button
Explain how to add a pay now button to emails to increase dues 

Payment alerts & Tracking
Receive alerts and track who has paid and who has not.

Send a thank-you note
How you can send an auto-thank you note after payment w/ info.