Before and after
Renewal reminders
Illustrative example. Not a real client.
- Before
- Renewal notices go out from the association management system. Payments land in the payment processor. Every week someone exports both, matches them in a spreadsheet, and emails the members who haven't paid.
- After
- Payments are recorded against the member record the system already keeps. Reminders stop on their own for anyone who has paid, and one saved view shows who is still outstanding for each association.
- The simpler option I considered
- A shared spreadsheet for each association. It would help, but it becomes one more place to keep up to date.