Preference Sets are NOT part of Dues Year Setup — they are created during Batch Invoicing Step 2. If you see Preference Set options here, that's a UI bug. Memos created here are just informational text that can be attached to invoices.

When a member is created mid-year, they are eligible for invoicing in the current dues year if a category is assigned. If you intend to test 15-for-12 or proration, make note of the join date — it affects invoice calculations.

Individual invoices are typically generated for new members who join mid-year. They follow the same calculation rules as batch-generated invoices but are created one at a time outside the batch process.

Portal invoice discovery is critical for member experience. Open invoices should be prominently featured. History should be searchable and sortable by date or amount.

No-login payment links are generated by the system for convenient payment processing. These links typically expire after a set period (e.g., 30 days). Test both valid and expired links to ensure security.

The proration formula (Months Remaining / 12 × Annual) is critical and must be exact. Some chapters may have different fiscal year dates (not Jan-Dec). Verify the correct month count for your chapter's fiscal year before testing.

The 15-for-12 program is a retention incentive: members joining in final Q get bonus coverage. The math: 2-3 months remaining (current year) + 12 months (next year) = 14-15 months of membership for price of 12 months. This is a complex feature — verify both the eligibility trigger and the amount calculation carefully.

This is a "negative test" — we're verifying something should NOT exist. The Start-Up Contractor member type was deprecated and removed. Check all dropdown lists and filter options to ensure no residual UI references remain.

Invoice editability rules vary by status. Open invoices are fully editable. Submitted invoices may be read-only or partially editable. Paid invoices typically cannot be edited (use credit memo instead). Always check the current status before attempting edits.

Invoice recalculation is a powerful feature but must be carefully audited. Changes to open invoices are reasonable, but paid invoices should not be modified without explicit approval. Always maintain an audit trail of recalculations.

Chapter-only members are a compliance constraint. They exist for chapter financial tracking but cannot be reported to the national organization (possibly due to regulatory or membership agreement limits). The system must prevent accidental national submission of these invoices.

The Processing Queue is National-only. Chapter staff cannot access it. Status flow should be strictly: Open → Submitted → Under Review → Approved → Published. Skipping states (e.g., Open → Approved) should be blocked.

Grace periods are common in financial systems. Confirm your chapter's grace period setting (typically 15-30 days post-due date). Late fees or interest may apply depending on chapter policy — verify if the system supports these charges.

Life members typically pay a higher one-time fee and are exempt from annual dues. The system must prevent recurring invoicing for life members. Reporting must distinguish life member revenue (one-time) from annual member revenue.

PAC contributions are typically state-regulated and vary by state. The system must accurately look up state_iso_code from each member's address and apply the correct rate. This is a data integrity risk if lookups are misconfigured.

Email templates are critical for member communication. Ensure the fallback mechanism works so that missing templates don't break invoice delivery. Test both happy path (template exists) and edge case (template deleted).

Reporting is critical for financial management and national submission. Aging reports help identify collection risks. Revenue summaries provide chapter leadership with performance metrics. All numbers must be accurate and reconcilable.