Frequently Asked Questions
Start / Stop my Membership Drive and Print my Invoices
IMPORTANT - PLEASE READ CAREFULLY
1. Start by BACKING UP (EXPORT TO EXCEL ) YOUR CURRENT Membership List.
2. ONLY then should you start by Archiving Members that "Did Not Renew" and/or are "Inactive" from the database.
2. The Archiving is performed inside Admin / Settings.
3. Only the Association Admin can Start the Drive by going into the Admin Settings Console.
Starting the Drive:
Ending the Drive:
Click on Setting -> Internal -> Turn Off
You will be taken to membership drive page
On this page:
- Select the categories of members to switch to "Not Renewed"
- Click on "End The Membership" Drive button
- Enter your ITOD password on the popup and click Submit button
How do I generate my Invoices for Print"?
When ready to generate your "Invoices" for print follow the following steps
1. Login as the Administrator to gain access to the settings panel
2. Go to System Settings and select the Internal tab.
3. Open - Generate Membership Bulk invoice
4. Click
to expand the different categories in "Waiting for Renewal" mode
5. Click Generate invoices
6. The Print Job will be sent to our offline Report Generation Engine
7. Once ready you will receive an email but you can check back to see when the job is completed for download
8. When ready for download you will see
the download button.
1. Start by BACKING UP (EXPORT TO EXCEL ) YOUR CURRENT Membership List.
2. ONLY then should you start by Archiving Members that "Did Not Renew" and/or are "Inactive" from the database.
2. The Archiving is performed inside Admin / Settings.
3. Only the Association Admin can Start the Drive by going into the Admin Settings Console.
Starting the Drive:
- First check all Pending Members.
- It is critical that you handle all outstanding payments first, starting the Drive will end the current financial year
- The list above will show you each category for you to decide.
- To remove a category from this list that should not be used in the "Annual Drive", edit the Membership Category under your Setup and
remove "Include in Membership Drive" option. - When ready export the current list to excel for backup and reference
- Select the categories you want included and Start the Drive
- Make sure to select the correct upcoming year!
- All Members selected will be converted to WFR - Waiting for Renewal.
Ending the Drive:
Click on Setting -> Internal -> Turn Off
You will be taken to membership drive page
On this page:
- First check all Pending Members
- Decide how to deal with any outstanding dues owed (usually pending check payments)
- Export the the current list to excel for backup and reference
- Select the categories of members to switch to "Not Renewed"
- Click on "End The Membership" Drive button
- Enter your ITOD password on the popup and click Submit button
How do I generate my Invoices for Print"?
When ready to generate your "Invoices" for print follow the following steps
1. Login as the Administrator to gain access to the settings panel
2. Go to System Settings and select the Internal tab.
3. Open - Generate Membership Bulk invoice
4. Click
5. Click Generate invoices
6. The Print Job will be sent to our offline Report Generation Engine
7. Once ready you will receive an email but you can check back to see when the job is completed for download
8. When ready for download you will see