Fonzip can automatically attempt to collect outstanding membership dues from all your members. If a collection attempt fails, the system can automatically send balance reminder emails with content and frequency defined by you to those members.
If you prefer not to use Fonzip’s built-in automatic dues collection system, that’s perfectly fine. You can still perform collection attempts:
Automatically, by setting up Automation Robots to run at your preferred times, or
Manually, by performing batch collection attempts whenever needed.
How Does the Automatic Collection Tracking System Work?
This feature is disabled by default. You can enable it for:
All registered people and organizations at once, or
Specific individuals or organizations.
To enable it for all members:
Go to Membership Dues > Settings and activate the option Automatically collect all balances from saved cards.
To customize settings for specific individuals:
Go to the member’s Profile > Dues > Automatic Collection & Reminders section.
Here, you can either keep the default settings or create a custom configuration for that individual.
To update multiple records at once based on certain criteria:
In the People & Organizations list, apply filters and select the relevant records, then choose Debt & Payment Transactions > Set Automatic Collection & Reminders to update their settings in bulk.
You can also filter by automatic collection settings in the Filters section.
Who Will Have Collection Attempts?
Collection attempts are made for members who:
Have a saved card linked to the virtual POS defined in your dues settings, and
Have an outstanding dues balance.
If a member does not have a card linked to your dues POS, no collection attempt will be made.
If a member has multiple cards linked to that POS, the attempt will be made using the default card saved in their profile.
How Are Future Attempts Determined?
The first attempt occurs the day after automatic collection is activated.
If successful, the member’s balance is cleared.
If unsuccessful, the system schedules the next attempt based on the error message received:
Card limit error: Retry the next day
Expiration date error: Retry after 7 days
Authorization error: Retry after 1 month
These retry intervals are continuously optimized to maximize successful transactions.
Are Notifications Sent After Failed Attempts?
Yes — if in your Dues Settings, the option Send notification to user when payment fails is enabled, and it does not conflict with the automatic balance reminder system, a notification will be sent.
Can Reminders Be Sent Without Attempting a Charge?
Yes. In the Automatic Balance Reminder Sending section, you can configure email and SMS reminders.
You can also adjust the reminder frequency, either globally or individually per member.
How Does Manual Batch Collection Work?
After filtering your members in the People & Organizations list, go to:
Debt & Payment Transactions > Add Payment.
From there, you can attempt to collect outstanding dues via saved cards for multiple members or organizations simultaneously.
For more details, please refer to the Batch Payment (Collection) Entry article.