Configuring your Batch Drop Settings

For members to appear in your Batch Drop Management screen, you'll need to set up your criteria for when to consider a member for batch-drop. If you do not configure these settings, you'll need to drop members one at a time from the Profile Browser.

  1. Go to Admin > Set Preferences > Member Drop Settings > Batch Drop Settings.

    batch_drop.jpg
  2. By default, all invoices that have a line item flagged as "Dues" in your Revenue Item settings will be considered for batch drop.
    1. If you would like to change this to only use specific revenue items, click "The revenue items I've selected."
    2. Now click on the revenue items on the left that you would like to use for batch drop, and click Add. You can hold down your control key to select multiple revenue items and add them all at once.
  3. Next, indicate the number of days aging at which you want to drop members. For example, if members should be dropped after 90 days of nonpayment of a dues invoice, enter "90" in the Number of Days field.  Note that leaving this number as "0" results in no invoices being eligible for batch drop.
  4. Click Save.
  5. If desired, you can set an email notification to be sent when members are dropped in a batch. Click Notifications, and then enter one or more emails addresses to receive a notification when members are batch-dropped. Click Save.

    batch_drop2.jpg

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This feature is included or available for purchase with the following WebLink Connect packages.

 

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