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Getting Started: Dues Management

Getting Started: Dues Types You may be asking, “What are dues types and how should I use them?” A “Dues Type” is essentially the membership fee associated with a specific member type. There are many ways Dues can be configured in AMO with plenty of flexibility for...

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Getting Started: Dues Notifications

Getting Started: Dues Notifications To help your members remember to log in and renew their membership dues, we can configure what is a called a "Dues Notification" campaign. This tool is an automatic workflow of emails sent to your members around dues...

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Getting Started: Dues Invoicing

Getting Started: Dues Invoicing AMO has the built-in ability to automatically send out Invoices with custom line items, logos & even have your members Auto Pay for their Dues renewal. You must first setup your Dues structure, please read Getting...

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How To: Add Dues Type & Dues Details

How To Add a Dues Type: Please first read the Getting Started: Dues Type article for further information on Dues Type. 1. Click the green + button to bring up a screen allowing you to create your settings for this specific dues type. 2. Enter title for...

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How To: Set Up Dues Notifications

How To: Set Up Your Dues Notifications To set up your first notification, navigate to Dues Management >> Dues Notification. Click on the green plus button Fill out the necessary fields listed below: Dues Notification Name Days Offset: Tells AMO when...

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How To: Turn On / Off Dues Notification Report

How To: Turn On / Off Dues Notifications Output Dues notifications are run daily; if you keep receiving reports with no information, most likely it's because there was nothing found for the current day that matches with your associations records. To turn...

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How To: Send Dues Invoice to Members

How To: Send Dues Invoice to Memberss You must first setup your Dues structure before sending invoices, please read Getting Started: Dues Management Once you’ve set up your dues structure it’s time to send out an invoice to all members in your database so they can log...

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How To: Delete Dues Type & Dues Details

How To Delete a Dues Type: 1. To Delete a Dues Type Click the "Trash" Icon 2. A confirmation page will appear, ensuring this is the correct Dues Type before you click "Yes, Delete" How To Delete a Dues Detail: 1. Click the "Edit" Icon 2. Click the "Dues...

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How To: Setup Payment Messages

How To: Setup Payment Messages Payment messages are the confirmation messages members will see once they've paid their membership dues. If these fields are left blank, AMO will default to a general confirmation message. 1. To get started navigate to Dues Management...

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How To: Add Affiliated/Subsidiaries Organizations

How To: Add Affiliated/Subsidiaries Organizations AMO has recently added the ability to apply Top level organization payments automatically to subsidiaries/affiliates. 1. To get started navigate to Member Management -> Organizations 2. Click the "Edit"...

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How To: Change Invoice Logo

How To: Change Invoice Logo The logo on invoices is universal for all PDF invoices in the system. To add or update your logo, 1. Navigate to found Website Management >> Website Styles >> PDF Logo 2. Once you’ve added a file, be sure to click “upload PDF...

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How To: Update Dues Type & Dues Details

How To Update a Dues Type: 1. Click the Edit Icon to open the Update Dues Type Screen. 2. Here you can update or add any information that may have changed or needs to be updated.     How To Update Dues Details Click the “Details” tab to add new or update...

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How To: Change Line Item on Invoice

How To: Change Line Item on Invoice As a default, AMO will automatically list the dates through which their membership is active as the line item on your dues invoices. To change that line item, Navigate to Dues Management >> Dues Types and open up the dues type...

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How To: Add Info to Invoice Footer

How To: Add Info to Invoice Footer To change what’s in the footer of the PDF copy of a dues invoice: 1. Navigate to Dues Management >> Payment Messages. The very first box titled “Alternative Return Address For Dues PDF’s:” will replace everything in the footer....

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How To: Replicate Dues Type

How To Replicate a Dues Type: Please first read the Getting Started: Dues Type & Add New Dues Types & Dues Details for further information on Dues Type. Replicating a Dues Type is commonly used for creating a new dues detail for the next year of...

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How To: Set Grace Period

How To Set Grace Period Grace Period  allows you to set how many days your members will have access to their member portal after expiration of their membership. 1. Navigate to Dues Management >> Grace Period After this period, they will only have an option to...

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How To: Setup Dues Auto Pay

How To: Setup Dues Auto Pay AMO has the ability to automatically charge your member's credit card for their Dues Renewal invoices. For the Auto Pay system to work properly, your Association must meet these requirements: This feature only works with Stripe,...

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