Workflow
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1
Create a plan
Open Contributions and choose Plans, then New plan. Enter the Name, where it Pays into (Member shares, Compulsory savings or Voluntary savings), the Amount, Frequency, Due day, Grace days, the Late fine and Fine amount or %, and the Starts on and Ends on dates. A plan can later be paused, resumed or archived from its row menu.
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2
Dues are raised for you
Adili raises new dues every night; managers can also choose Generate dues. Filter by status or plan, or search by Member name or number. The totals line shows what is expected, collected, outstanding and the unpaid fines.
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3
Record a payment
On a due's row menu choose Record payment, enter the Amount, the Cash account and the Receipt reference, and choose Record payment. A payment clears the member's oldest dues first. Pay fine collects a late fine the same way.
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4
Remind a member
Choose Notify on a due. Notify member shows the member's phone and email, the Kiswahili SMS and its cost; choose SMS, Email or both in Send by and choose Send reminder. Every notice is recorded.
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5
Act on many dues
Tick the dues, then open Actions. Notify opens Notify members, which counts who can be reached and the SMS cost; Send reminders skips members with nothing to pay or no phone or email. Waive (managers) clears the selected Contribution dues or Unpaid fines with one Reason.
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6
From the staff app
In the app, More → Contributions has Collect contribution, Collect fine, Waive due, Waive fine and Notify members with dues.
