MEMBER: Member Charges AMP Feature


Purpose: To allow FinalForms AMP Admins the ability to sort by member's charges to find any paid/outstanding fees.
 
How to: 
1. Manage-Member Charges

The Manage menu open with Member Charges highlighted, above a table showing totals for paid and unpaid membership fees.
Manage-Member Charges


2.  Use the magnify glass to sort by the fees you're looking for.

The Member Charges search filter open with the Unpaid checkbox ticked, above a list of outstanding fees by member.
Unpaid Charges


3. You can type in the name of the fee you are looking for to help you zone in on that specific fee. For this example, we used DIAAA Regular Membership Fee.

The Member Charges list filtered by name to 'regular membership', showing 41 outstanding membership fee charges.
Membership Fee

4. Now you have a list of those members who still owe for that specific fee. You can Export that info onto a spreadsheet by clicking on the black Export button.

The Export/Subscribe dialog set to a Basic CSV export, with a long list of member data columns selected below it.
Export Charges
 
Conclusion: This training tip allows FinalForms AMP Admins a convenient way to run reports and find charges that are paid, outstanding, etc. This is helpful for tracking down fees that are overdue for membership or conference, for example. 
 
Questions?: Contact FinalForms AMP Support at: support@finalforms-amp.com