Notification letters may be sent before the member's billing month, thanking them for their membership, and notifying them that their membership dues will soon be billed.
- In the Billing module, select the Reports tab.
- Select Notification Letters.
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- Select the appropriate filters, including Sales Month, and select Refresh Listing.
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- Review the Output column to ensure the correct Delivery Method is selected for each member to be billed.
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- Select Create Letters.
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In the Notification Letters window, select the appropriate settings for Emailing or Printing Letters.
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If emailing your letters, double-check the Email From address and Subject Line are correct and click Send Emails.
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If printing, click Print Letters to view and print the letters.
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If necessary, select Print Mailing Labels and make the appropriate selections.
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