Balance by period
The member card carries the periods. Which month is open does not depend on who answers the phone.
Sector software
Membership dues
Who paid, and who still owes.
- Balance by period
- Payment applied to the right month
- Members see only their statement
The member, the period and the payment sit on one statement. A payment closes the month it belongs to.
A member sees only their own balance. Management sees everyone who is late on one list.
What is built for this sector
Payment applied to the right month
A payment closes the month it belongs to. An overpayment is written to the next period.
Members see only their statement
A member sees their own balance. Another member’s record does not open on that screen.
Late payers on one list
Management sees late dues on one list.
Questions
Before this work starts
Is there a ready-made package for Membership dues?
Who paid, and who still owes. The flow comes from the order of your work, not from a template for the sector.
Which step is solved first?
Most projects start with “Balance by period”. What follows opens only as far as discovery requires: Payment applied to the right month, Members see only their statement, Late payers on one list.
What if the sector is not listed?
The list is not a boundary. The steps on this page are an example. If your sequence is different, it is rewritten in discovery.
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