Part II: Generating Notices

In our last installment we covered printing end of year reports, verifying our lodge member types, and changing their dues amounts if necessary, and closing the year and creating the new receivables entries for the new year's dues.

In this installment we'll cover:

  • Configuring our dues notices,
  • Printing our dues notices, and
  • Printing the labels for our dues notices.

Configuring Your Dues Notices

To configure your dues notices go to: Lodge -> Dues Notices

Figure 1

This page is separated into a left and right section. The fields on the left are used to enter what you want to appear on your dues notice. The panel on the right shows you a preview, in real time, of what the dues notice will look like.

The fields on the left are color coded to the area on the dues notice that they change, see #1, #2, and #3 on Figure 1.

Fill in the fields on the left until you have the dues notice looking the way you want it to, then click the save button on the lower left. (Figure 1 #4)

Printing Dues Notices

Go to: Lodge -> Dues Notices if you are not already there.

Click the "print" button in the lower right. (Figure 1 #5)

This will bring you to the Print Dues Notices Page.

Figure 2

You can select which lodge member types to print dues notices for, this defaults to all lodge member types. (Figure 2 #1) You can sort the notices by name or zip code. (Figure 2 #2) You can print either three notices to a page, or one to a page. (Figure 2 #3). Set these controls to your liking.

You are now ready to print your notices. Click the "preview notices" button (Figure 2 #4), this will generate a PDF file, which will be downloaded to your computer. This will either open in your browser, your browser will ask you where to save it, or will download to your default download folder.

If the PDF opened directly in your browser you can print it directly from there. If the file was downloaded and saved on your hard drive, find it and open it, then print it from there.

Printing Dues Labels

Once your notices have printed click the "preview labels" button. (Figure 2 #5) This will generate a PDF file of your labels. Print this using the same process as you did for the dues notices. These labels will be in Avery 5160/8160 format (three across by ten down).