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ClubRunner Statements

Discussion in 'General' started by Dee on Sep 5, 2023.

  1. Dee

    By:Dee-  Sep 5, 2023
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    As a new treasurer, I was informed that when completing new invoices, I need to back out the balances due. Then invoice for the month and then create a line-item - Bal forward.

    Why doesn't the invoice automatically place the balance due from the previous month?

    Is there an easier way to send out month statements?
     
  2. Zach

    By:Zach-  Jan 26, 2024
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    Hi Dee,

    Thank you for reaching out on this question, and I do apologize for the delayed response from our team on the community.

    You can opt to send members statements, instead of or in addition to invoices. The members full statement does include their current outstanding balance, positive or negative. I know we've had suggestions to include the current balance on the invoice, and I've added your voice to this feedback for consideration in the future.

    This article should help with sending statements: https://www.clubrunnersupport.com/kb/articles/how-do-i-send-statements-to-members

    Please let me know how it goes!
     
  3. Steven Cousineau

    By:Steven Cousineau-  Aug 20, 2025
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    Zach Said: "I know we've had suggestions to include the current balance on the invoice, and I've added your voice to this feedback for consideration in the future."

    I really need this feature. ClubRunner emails invoices get flagged as spam or ignored for some other reason.

    When the member opens their invoice and sees just the current balance they expect for the month it is very easy for them to assume they are current, pay that month, and wonder why there is a balance due issue.

    -steve
     
  4. Robin

    By:Robin-  Aug 21, 2025
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    Hi Steven,

    Thanks for following up.

    We have an active feature request asking for this feature, we'll be sure to add your details to the request while our team looks into this.

    Let us know if you have any questions or concerns for us.
     
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