Collection of contribution

In short

The Financial Application can be used to send invoices to multiple persons at the same time. Group invoicing is very useful for collecting standard contribution. The software allows to easily create a contribution invoice and indicate how this should be paid. You can put a request for transfer on the invoice or write off all amounts by direct debit. It is also possible to allow beneficiaries to pay in installments. You can then send the invoice by e-mail to folders or groups from the administration in the Organization Application. You can send reminders and exhortations to defaulters and perform another direct debit at a later moment. This way, you can keep up with the payment status of your relations.

DISCLAIMER:

For this manual, we chose a member-based community as example for your organization. The direct debit functionality is not bound tho member-based communities. Everybody that makes use of the Financial Applciation can use Contribution (which is basically group invoicing).

The content of this article

This element explains how you can collect contribution from members by using the functionalities in the Financial Application. Payments are done by transfer or direct debit. This article does not elaboratly discuss each function of the software, but emphasizes the most efficient way to a successfull payment by transer of direct debit from all members. It is important that all steps are taken in the correct order, as some steps draw on actions in an earlier step.

Before you start

Check whether:

• De settings of the Financial Applicatons are up to date;
• At least one invoice template is present in the application;
• The relation file is up to date: A synchronization with the Organization Application has to have been done recently;
• If you are planning to collect contribution by direct debit, read Requirements for direct debit.