Message Filtered Members about Dues and Fees

Send an email to every member or household currently shown in a Dues and Fees item’s filtered invoice list.

Steps

1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the Dues & Fees tab.
3. Find the item and click the View Summary (magnifying glass) icon in the ACTIONS column.
4. Optionally, use the search box to filter the invoice list down to the specific members or households you want to message.
5. Click Invoice Actions in the top right corner and select Message Filtered Members (this reads Message Filtered Households instead, for items billed to households).
6. In the MESSAGE MEMBERS window, enter a subject in Email Subject and write your message in the text box, using the formatting tools as needed.
7. Optionally, use Choose file to attach a file.
8. Click Send to deliver the message.

Using a Message Center Template

1. Check Use template.
2. Click Select Template and choose one of your saved Message Center templates.
3. Choose Now to send immediately, or Schedule for later to pick a specific date and time (Eastern Time).
4. Click Send.