Available for the Coordinate plan on the Locable Marketing Platform
The Membership Management tool enhances our integrated CRM by adding billing features, including automated recurring payment processing and invoicing capabilities.
As your membership base expands, you can easily access detailed Membership Reports.
- Navigate to CRM > Memberships from the left-hand menu in your Locable account.
- Then click Membership Reports on the Memberships page.
Report Options
We have created a few Membership report options for you.
Past Due Report
This report will display any accounts with past due balances, and break them down for you based on how overdue they are:
Upcoming Renewals By Month
This report will display all upcoming renewals by month, for the next year based on the current date, starting with the current month. It will indicate the total renewal fees due for each month, and will also indicate any current outstanding balances for each membership.
Collected Revenue By Month
This report will display all collected membership fees by month, for the last year based on the current date, sorted by membership type.
