Reports on Members with Past Due Balances
When a member has an outstanding balance, before billing is run again, we terminate and leave their balance. After this, I cannot find anyway to generate a report or easily pull information on these terminated members or possibly how much money overall is still due. Do you have any suggestions on what to do or where I can acquire this sort of information?
Comments
Once terminated, the balance is not available via a report.
But why terminate them? They will get a warning when they check-in, which is what you want. If you terminate them, then your staff will get confused when the customer checks-in.
Instead of terminating them, select the option "Need New Billing Info" which will exclude them from billing, still offer a check-in alert, but also keep their balance in the list.
Only terminate them when you are effectively giving up on the balance. (though it will still be there if they revisit)
If this doesn't make sense, let me know.
Because of the amount of members we have, there are a good amount of unsettled declinations at every months end. Maybe I am misreading the note attached when you view need billing info option. It says "Dues will still be posted each month..." Does that mean the general billing dues or that customer specific dues.
Basically where I am getting at is I do not want a customer that is declined with a bad card to keep racking up dues that I don't expect them to ever day. Does that make sense?
Hi,
Yes, dues will still be posted on those members.... and that is by design.
If you don't expect the terminated customers to pay it, why do you want to get the balance after you terminated them?
It seems like either a) you should want folks to remain members and dues being added until the pay or b) you terminate them and expect not to collect the balance - unless they visit again.
?
Andy
There is always a chance for the member to come back. More of the policy comes in that if they return to the gym and want to sign up for a membership or punch card again, they have to pay that outstanding balance. If the customer keeps having dues posted, and they haven't been coming, the day they do come back, they are going to be less inclined to pay that larger balance rather than the balance they have if you simply terminate them and have one month of dues outstanding.
The reason why we would look to have a report about these terminated members with outstanding balance would for a) seeing how much past debt we collect outside of the regular billing for our records or b)having a master list on hand to quickly see which members have to pay before signing up for a new membership or punch card.
None the less, having a way to check anything that is data in rock gym pro is useful.
Please sign in to leave a comment.