Frequently asked questions

End of Period Invoice update

How the End of Period Invoice reset works:

Only Member Types that are to be invoiced included (Not Invoiced = false)
Only Active members included
If a Balance is entered and member balance is greater than this - Process
If Member Type is in the range - Process
If Mail returned check meets criteria - Process
If Join date + member for more that x days is less than today's date (Have they been a member long enough to process) - Process
If Just check their Expiry date is not checked then:
   If date of Last Invoice is greater than today - Process
   If date of Last Invoice is less than or equal to today and if Invoice date greater than entered Invoice - Process. 
If Just check their Expiry date is checked then look at the Bill period end date and compare with the date entered above.
If date of Last Payment is greater than today - Process
If date of Last Payment is less than or equal to today and Payment is greater than Last Payment entered - Process
If the Confirm all Member updates is set, then all Active members to be re-set will be prompted with a Yes/No question.
If the History update setting is on then a history record will be created.
If InActive is Checked the record will be made Inactive with a Date left set to Days date.
If the Newsletter is Checked then it will be made false.
If the Family is checked then all Family members will be updated with Subs Paid = True, Active True, Date left removed, Subs date set to todays date.