The recurring money chores of a club run as finished workflow steps instead of manual busywork: dunning lists by stage, due-date lists for half-yearly and yearly payers, a payment match that sorts a bank list into four categories: matched, to check, returned debit and unassignable, plus a collections dossier per delinquent member as PDF and structured export.
Nothing touching money is booked or sent without someone from the office looking at it first. The office no longer has to put together the dunning lists, due dates and payment match by hand.
What ports as-is
- Ready-made workflows for dunning lists, due-date lists, PDF output and export, with a review step before every run and a history of every run so far
- The overview of open items and payment status, including reminder and return-debit amounts
- The PDF table builder for dunning notices and collections dossiers
- A plain-language query, so you can describe a run instead of configuring it technically
What we build for you
- Your dunning stages and fee amounts
- Deadlines per contract type
- The export columns your collections agency requires
- The wording and layout of the letters
- Which steps stay manual
