XClub - Clear Member Account Balances

Modified on Thu, 19 Jul 2018 at 11:28 AM

Clearing member account balances to zero - process to be run in XPOS

STEP 1 - XCLUB

Build a Search of members with an account balance i.e. More than 0.01
To identify the members with account balances to be cleared, create a new Mail Type i.e. Expire Acc 2018
Apply the new Mail Type to your search using the Global Change feature
- To exclude a member from the account clearing process, change their Mail Type back to none

STEP 2 - XPOS

Print list of current account balances (Reports > Customer > Customer Balances)
Select report Date and Balance
Select Print Preview
- Print or export the report

STEP 3 - XPOS

Clear account balances (Customers > Print Letters)
Select NO to use the current customer listing
Select your Mail Type from the drop menu in the Customer Search window
Select Search
Enter details in the Letter window as indicated in the image below
Select Print/Preview
- Export the and save the files as PDF to maintain a record of the accounts cleared
Close the Print Preview
Select YES, the letters have printed successfully
Select OK, the account balances cleared successfully

Customer Search window:

Letter Window: