Crucial to any service organisation is the management of cashflow. X-En delivers the capability to manage the most demanding renewal cycles, from simple annual mailouts to automatic management of periodic payments conducted using tokenization.
Automated Member Renewals
Many membership and association organisations consume vast amounts of administration time organising renewals, typically at the same time each year. X-En automates the process of keeping track of memberships that are expiring and provides workflow for conducting mass dues renewal processes. X-En's automatic email expiry notifications (with pro-forma invoice attached) free staff up for more productive tasks.
Individual Fee Types
The ability to conduct automatic membership fee calculation based on specific member attributes, for example, combination of Billing Grade and Member Status is more than a major labour saver; more complex fee and discount structures become possible with X-En performing all the heavy lifting.
Flexible Payment Options
A comprehensive Dues Management environment allows more flexible payment options to be put to members, a must have feature in a dynamic online service platform. X-En supports monthly, quarterly, half yearly or yearly payment options.
Special rules will often need to apply in the circumstances of processing overdue renewals. X-En delivers Reminder/Final Notice/Suspension processing via a centralised renewal event as a CRM style contact event with built-in workflow.
The X-En Platform supports a wide range of payment method (for example, cheque, cash, credit card), automatic credit card payments via individual payment gateways, manually processed payments, bulk payments (one payer pays for multiple outstanding memberships), automatic recurring payments via credit card (for example, 12 month membership period but monthly payment of membership fee), automated confirmation emails and tax invoices. At the business end of membership management, X-En delivers real efficiency.
Payment Data Extraction
With its dictum of supporting the eXtended Enterprise, X-En's comprehensive ability to securely interact with third party systems controls extraction of payment data for transfer to third party financial institutions or third party financial applications. This extends to Invoicing and Payment History. In this way existing processes and systems are supported with minimal impact.