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Invoiceable or Professional Membership

What is it about

Unlike fundraising organisations, Associations or Institutes provide a chargeable service to their
members to whom fees are invoiced and debt is chased. Membership fees are renewable and integration
with an accounts system is through invoicing as well as cash receipts.

What does it do

  1. Application process with optional committee processing
  2. Application fees
  3. Terminations , cancellations and upgrades
  4. Automated invoice production
  5. Multiple Fees and VAT management
  6. Pro-rata fee calculation for fixed year schemes
  7. Lump-sum and Honorary memberships
  8. One-off fees for journals and other benefits
  9. Various payment methods: Cash, Cheque, Credit Card, Direct Debit, Direct Transfer, Standing Order
  10. Credit Card processing automation
  11. Membership Card Processing
  12. Newsletters
  13. Journal Production
  14. Gift Aid
  15. Automatic production of specific New Member and Renewal communications
  16. Income Processing of membership fees for varying payment methods
  17. Overpayments / underpayments and Donation handling
  18. Automatic Renewal process (based on rules)
  19. Aged Debt analysis and reminder processing
  20. Invoice Integration with accounting system
  21. CPD monitoring
  22. Review processing (CPD, Professional Liability Insurance)
  23. Automated allocation to Regions
  24. Web-site integration for member self-service

Why our clients need this

When electing a member to a professional body, a formal application process may take place in order for the prospective member to be accepted. This process can fairly quick or may be long, possibly involving mentors and assessors. This will depend on the type of membership or organisation. Membership applications are often presented to committees or panels for formal decisions. Application Fees may also be charged. Once accepted the member is then invoiced dependant on the membership class. If the organisation operates a fixed membership year, the member will be invoiced on a pro-rata basis, depending on when they joined.


Membership fees can vary according to the membership class, and may have to take into consideration any applicable discounts and concessions.


Membership fees can be payed by Direct Debit, Standing Order, credit card, cash or cheque. Integration with a finance system to reflect both invoices and cash receipts is essential.


Renewals processing may involve changes to the membership fee, as well as deferred changes such as payment methods. Reminder processing enables organisations to chase money in the manner that they desire. Some organisations may also charge late payment penalties.


alms.NET also supports business processes for cancellations, terminations, re-instatements and grade changes, triggering the production of the relevant invoices.


In addition, alms.NET enables organisations to provide regular newsletters or magazines to their members.


Some organisations perform random checks on their members to ensure that they are keeping up with their CPD requirements etc..

Westwood Forster

Supported Business Processes

  1. Professional Membership
  2. Local Groups
  3. Networks
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