Using the Financials function of ClubRunner, you can send reminders of outstanding dues to your members. You can send reminders en masse via the Invoices option, or you can use the Financials tab in the member’s profile page to send them the reminder of their outstanding amounts. You may even set up automatic reminders that go out on, before, or after the invoice due date.

This support article will show you how to set up automatic invoice reminders, as well as how to manually resend invoices.

To begin, log in to your account through your club homepage, then click on Member Area in the top right-hand corner. Alternatively, click here to go directly to the ClubRunner login page.

Setting up automatic reminders

1. Click Financials in the left-hand navigation menu.

   

2. Click Finance Email Notifications in the Account Finance Settings section.

   

3. Scroll down to the bottom of the page to the Invoice Reminders section, then click Add Email.

   

4. In the window that appears, add a name for this type of invoice reminder email. This name is only used to identify the reminder in the Finance Settings pages and is not included in the message sent to members. If you click the Activate Reminder toggle then this reminder will be active immediately upon saving these settings. You can always activate or deactivate reminders in the future.

   

5. Enter the content of the reminder email, including the email Subject and optional Preview Text or Custom Message. The Custom Message will appear above the invoice content in the reminder email and can be used to provide additional information or suggest urgency for payment. Use the From drop-down menu to select a sender profile to use when sending the reminder.

   

6. Lastly, determine when the reminders are sent by using the When drop-down to select On, Before, or After the due date. If you select the Before or After options, you will be prompted the number of days relating to the invoice due date. You may also set a specific time of day for the reminders to be sent out.

   

7. Click the Save button and the invoice reminder email details will appear on the page. You may click the drop-down arrow on the right-hand side to make further changes, activate or deactivate the reminder, or delete the reminder. You may create as many reminders as you wish and all may be active at once if necessary. Reminders will not be sent for any invoices that are marked "Paid".

   

Manually resending invoices

1. Click Financials and then Invoices in the left-hand navigation menu.

   

2. On the Invoices page, you can use the filtering options to look for specific invoices, by date posted, specific products or line items, or other filtering options available. Once the invoice has been found, there is a checkbox to the left-hand side of each invoice. Select as many or as few invoices that you’d like to send a reminder for. Once the options have been selected, you’ll see the Email Invoices option become available, which will then allow you to send an email to the selected members to remind them of their outstanding balance.

   

3. Once the invoices have been selected, another window will open that allows you to change the content of the email such as sender information and adding more text to the email. Click Send to send the reminder to club members.