Member services ยท Lesson 6 of 15

Contributions, dues and fines

A Monthly savings plan is created that pays 20,000 a month into compulsory savings with a late fine, Amina's first payment is recorded at the counter, and Peter, who hasn't paid, gets an SMS reminder through Notify. Last, managers can waive dues or fines, always with a reason.

About 15 minutes

Key ideas

1

A contribution plan

Open Plans and choose New plan. In our example, Monthly savings pays into compulsory savings: 20,000 a month, due on the fifth, with five grace days. After that comes a 2,000 shilling late fine, and the plan starts this month.

2

Dues every night

Adili raises the dues every night, and a manager can also choose Generate dues. The totals show what is expected, collected and outstanding.

3

Record a payment

When a member pays at the counter, choose Record payment on their due and enter the amount, the till and the receipt number. Here, Amina pays 20,000. A payment always clears the oldest dues first.

4

Remind and waive

For a member who hasn't paid, like Peter, choose Notify. You see his phone, the Kiswahili SMS and its cost before you choose Send reminder. Managers can waive dues or fines with Waive, always with a reason.

Practice

Try it in your training organization

  1. 1. On Contributions, open Plans and choose New plan.
  2. 2. Create a plan like our example: Monthly savings, paying into compulsory savings, 20,000 a month, due on the fifth, five grace days and a 2,000 shilling late fine from this month, then save it.
  3. 3. Back on Contributions, read the totals: expected, collected and outstanding. If you're a manager and no dues show yet, choose Generate dues.
  4. 4. On a training member's due choose Record payment, enter the amount, the till and a receipt number, and confirm.
  5. 5. On another due choose Notify and read the phone, the Kiswahili SMS and its cost. Choose Send reminder only for a training phone, since each SMS has a cost.

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