Daily Processing

  1. Each numbered group says when to run it — monthly billing near month-end, late fees on the 11th, status and prompts daily, Verify the Books any time.
  2. ALWAYS Preview first: it shows exactly who would be affected and by how much, and writes nothing.
  3. Apply only when the preview reads right. Every job is safe to re-run — nobody can be double-billed.
The recurring billing and membership work, with a person in charge: Preview shows exactly who would be affected and by how much — it never writes anything. Apply does it for real. Until automation is turned on, run each group on the rhythm shown under its heading.
1 · Generate Next Month's Billing
Run once near the end of each month. Safe to re-run — one invoice per member per period, always. The old system pre-generated through August 2026; September is the first month these must produce.
2 · Annual Billing
Run once a year (January).
3 · Late Fees & Escalation
Run on the 11th of the month (after the autopay grace window).
4 · Membership Status
Run daily.
5 · Member Prompts
Run daily.
6 · Check the Books
Run any time — report only, never writes.