Association Billing Management
Automated association billing management platform
Automate your association billing management: Fully programmed invoices, membership fees and donations. And receive payments seamlessly online.
Association billing management
Our solution also includes an invoicing module to centralize your day-to-day invoicing and collection operations within the same platform. What's more, invoices can be generated automatically when you join, renew or register for an activity. You can also create various invoices manually to centralize all your accounts receivable and take advantage of all the tools of the association management platform to facilitate the payment and follow-up of your invoices.
Payment management
Payments in cash, by check or by bank transfer, collections can be made directly from the CRM. The system triggers various automations depending on the type of invoice, such as activating a member's subscription and updating their status. The payment interface allows the invoice person to pay an invoice received by email online by credit card. We support payment solutions, PandaPay, Global Payments, Stripe, Paysafe and Moneris. Your merchant account will be configured on our platform so that money transacts directly into your account. When a payment is received online, it is automatically applied to the paid invoice in the membership management software to trigger the same automated processes eliminating manual entry of the payment received.
Credit note management
When an event registration is canceled or a miscellaneous invoice is credited, Membri 365 will automatically generate a credit note in the system to speed up the process and avoid errors. Simple billing management for an overview.
Synchronize with multiple accounting systems
Although Membri 365 allows you to centralize many of your daily invoicing operations, the solution does not replace your accounting system. Our solution includes a synchronization tool that automatically synchronizes new customer accounts, invoices and payments received to eliminate duplicate entry. Our membership management tool supports Acomba X, Acomba Classic, Avantage, Sage 50, Sage 300, Sage Accounting, and QuickBooks Online. We consider it wiser to use accounting software dedicated to your accounting and to have the two specialized systems, CRM and accounting software, work together for better invoicing management.
