Lesson 2 · Membership and dues

Dues product, invoice, payment, arrears.

Goal of this lessonTo follow dues through invoices and payments, and find members in arrears with one filter.

The dues cycleDues productyearly · amount1Invoiceissued to the member2Paymenttransfer · card · cash3Reconciliationwith the bank line4In arrearsfilter: not paid5Remindere-mail · SMS6
Dues are a product; the invoice is issued, the payment matches the bank, unpaid ones are a filter away and reminded in one click.

  1. Define dues as a product

    Create a service product called "2026 Annual Dues" with its amount. Different amounts, such as student or honorary members, are separate products or a pricelist.

  2. Issue the invoice

    Create a customer invoice for the member in Invoicing. Invoicing every member at the start of the period in one go is an action tailored during setup.

    Customer invoices list

    Invoices: an association's dues invoices sit in this list too; the payment status shows on every line.

    1. Match the payment

      A transfer arrives with the bank statement and is matched to the invoice; cash goes to the cash journal. The invoice turns "Paid" and shows on the member's record.

    2. Find and remind those in arrears

      The not-paid filter on invoices lists members in arrears; a reminder goes to them by e-mail or SMS (Lesson 7).

    Member grades
    To charge by grade (full, honorary, student), Odoo's Partnership / Membership app can be switched on: it gives a person a grade and applies the grade's pricelist. It is off by default.
    Association accounting
    An association's bookkeeping basis, receipts and filings follow the law of its country. Set up the chart of accounts and the receipt layout with your accountant; SODOO keeps double-entry books and the receipt template is prepared for your organisation.

    Case: the March dues check

    Question
    How many members have not paid their 2026 dues?
    Answer
    The not-paid filter: 118 invoices; an SMS reminder in one click.

    Check yourself

    What represents dues in SODOO?
    A service product and the invoice issued to the member.
    How do you find members who have not paid?
    With the not-paid filter on invoices.