Breakdown of Filters when running Subscription Renewals

Invoice Document Date

• This is simply the Invoice Date or Document Date to be used on the invoice to be generated

Invoice Due Date or First Instalment Due Date

• This is the Due Date of the invoice to be generated; or if the member is on instalments, the first instalment due date.
  • For cyclical clubs: in the next step (Preview table), you could tick "Show Invoice Due Date" and you'll see the Due Date assigned for each member. This could vary since the members could have different subscription start and end dates. By default, the Invoice Due Date value is the day before the new subscription starts.

Get all members with subscriptions due on or before

• This allows you to get all the members for renewal due on or prior to the date specified
  • Note: For new cyclical billing clubs if you are invoicing your members in DG for the first time, this date will be the start date of the first invoice (E.g., if the member joined 31/01/2023 and you are only invoicing them after 2 months then you will need to put 31/01/2023 in here so it will be the start of the player's invoice. We advise for the club do to this per join date)

Get members with / without email address

• This allows you to get only member with or without an email address on their profile. This can be helpful if only wanting to renew all members with an email address and email all these members.

Get members from categories

• This allows you to filter the members by membership category.

Get members on installments only?

• This is optional, it allows you to select members that pay by installment only. This can be helpful if you want to generate all members on direct debit.

  • NB: You could update a member's default payment schedule by going to their details > membership tab > selecting a Default Payment Schedule (e.g. Monthly).