Monthly Manual Billing Member

What is the best way to set up a member who wants to pay for a monthly recurring membership with cash? If we set them up as a EFT member and check the manual billing box an invoice is created when we run billing but no "alert on check in" is created to let staff know that payment is due. Any suggestions other than putting a permanent "alert on check in" note on the account?

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  • There is a setting in Manage -> Settings -> Payment & Billing for exactly this. It's called "Check-in alert for manually billed balances". Enable that and your staff will know :)

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  • Awesome! Thanks for the info!

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