Email Credit Expiry Balances to Members

Modified on Wed, 21 Aug 2019 at 12:02 PM

MiClub XClub (MiMembership) allows you to email a reminder to all members that have a credit due to expire at the end of the month or financial year.

Quick Process

  1. Select Financials
  2. Select Credit Expiry
  3. Enter date and time credits are due to expire (i.e. 1/10/2019 04:00:00)
  4. Select All membership types
  5. Select reset/update button
  6. Highlight all members in the list
  7. Select the Mail or Print option

To Email balances;
  • Create your letter template
  • Insert the Balances to Expire merge field in your letter body
  • Save and Email your letter

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