The House Manager can generate account statements for your members quickly,
easily and reliably.
Create Statements For Your Membership:
Select Create Statements from the Billing button on the launching
Note: The House Manager bases your statements on budget information. You will not be able to generate statements if you haven't created a budget for your chapter. If there is one budget, The House Manager will automatically choose that budget. If there are several budgets, The House Manager will ask you to choose one:
you have multi-chapter support, you may change the chapter by clicking on the
pull-down menu in the upper left.
The pull-down menu below the list of members permits you to choose which group of members' statements you wish to view.
Click on a member from the scrolling window on the left to view that member's statement. Note that the title has changed to indicate whose statement is being displayed.
When a member has been selected from the scrolling list on the left, the Add Charge button and the Add Payment button become active
add a payment, click the Add Payment button. This window will open:
Actually, he missed payment in kind -- and that's pretty big as a way of avoiding taxes. For example, if someone paints the Frat House .... I'm not terribly serious, here. I doubt if someone would declare such a thing.I have brought your point to David's attention. Thanks, Robin!
The Save & Close button closes the Add Payment window after adding the new payment to the list. the Save & Repeat button leaves the Add Payment window open after adding the new item to the list.
Click Cancel to leave the new payments unchanged, and close the window.
print a statement for this member:
1. Click on the Print Statement button.
2. Enter the payment due-date in MMDDYY format.
3. Click OK to print the statement.
Click here to view a sample statement printout.
If you click on the Show Cur Trnsactns button to change the display of transactions from "all" to "current". You can click on this same button to switch back to showing all transactions.
Your organization can choose to have fees paid by installments. To do so, enter the number of installments in the Sched Payments field. The House Manager automatically calculates the payment amounts, and keeps track of how many payments have been made.
Click on Done to close the statements window.