MemberCash Status Widget in the Member Overview

This article explains how to use the MemberCash dunning status widget in the member overview to quickly understand a member's financial situation and take targeted action. 

Contents

• Prerequisites for the MemberCash Dunning Status Widget
• Overview of the MemberCash Dunning Status Widget
• Notes on Correctable Account Issues
• Understanding the Member's Overall Status
• Detailed Overview of Claims
• Viewing the Communication Overview
• Recognizing Account and Payment Issues
• Summary and Recommended Next Steps

Fast lane

• Open the member management / select the desired member.
• Scroll in the member overview to the MemberCash Dunning Status Widget.
• Check the status color and the hint texts (e.g., purchase limit, purchase stop, collection).
• Look at the open claims and, if applicable, collection cases.
• Check the sent communication (dunning levels and channels).
• Check for possible account or payment issues (SEPA mandate, address, payment method).
• For open amounts: use the button to send the payment link to the Finion Capital portal.

Prerequisites for the MemberCash Dunning Status Widget

To see and use the MemberCash dunning status widget in the member overview, the following conditions must be met:

• Your studio uses MemberCash in connection with Finion Capital.
• You have the appropriate permission, e.g., the role with the right MemberCash Widget in Member Account (or a higher-level administrator role).
• You are in the member overview of a member whose home studio uses MemberCash.

If these prerequisites are met, the widget appears automatically in the member account and shows you all relevant information about the member's current debt situation.

Overview of the MemberCash Dunning Status Widget

The MemberCash dunning status widget gives you a quick and reliable overview of a member's current debt situation with Finion Capital. At a glance, you can see:

• Open amounts of the member
• the current dunning status and possible issues in the dunning process
• Claim reference numbers and an overview of the claims
• Payments the member has already made
• Sent dunning notices including date and channel (email, SMS, letter)
• Notes on account or setup issues (e.g., SEPA mandate, address, payment type)
• Reasons for purchase limits or purchase stops
• whether a claim has already reached the collection status and is being handled by Finion FairPay

The goal of the widget is to give you clear action recommendations so you can support members more effectively and your studio team always understands why purchase restrictions occur and how they can be resolved.

Notes on Correctable Account Issues

Some status messages in the widget specifically point to problems regarding member data that you should correct directly in the member's data. These notes appear when certain necessary data is missing or incorrect.

The following four status messages mean you need to correct data in the member record:

• Missing legal representative:
  • Required for members who must have a legal guardian recorded.
• Invalid bank details:
  • The provided bank details are incorrect or cannot be used.
• Invalid payment configuration:
  • The payment method is not set to direct debit or the SEPA mandate is completely missing.
• Invalid address:
  • The provided residential address is incomplete or incorrect.

Once you have corrected the required information for the member, the updated data will be transmitted to MemberCash during the next scheduled payment run.

Important: The widget does not update immediately after changes to the member data. The display will only update after MemberCash has processed the transmitted information.

The data shown in the widget always reflects the open claims held by MemberCash. They do not show which amounts are collected directly by the studio from the member.

This applies even if a FairPay #CASE NUMBER appears. In this case, the claim is collected by FairPay for MemberCash or Finion Capital – not by the studio.

Understanding the Member's Overall Status

At the top of the widget, you see the member's overall status. This is color-coded and shows you how critical the situation is:

• Green – no problems:
  • There are no open claims with Finion Capital.
  • There are no restrictions such as purchase limits or purchase stops.
• Orange – open claims or notes:
  • The member has open claims that have not yet been settled.
  • There may be notes on special situations, e.g., a debit block.
• Red – action required:
  • The member is in a purchase limit, for example, due to too many returned direct debits.
  • There is a purchase stop, so new claims are currently not purchased.
  • Critical situations such as:
    • SEPA direct debit mandate has been revoked, is missing, or invalid
    • Member is insolvent or deceased
    • Address is incomplete or invalid
    • There is a dispute over the contract

Based on this status display, you can quickly decide whether you should take action and whether, for example, a payment link should be sent or Finion Capital support should be contacted.

Detailed Overview of Claims

The section for the claims overview shows you the member's financial situation in detail:

• the total of open claims currently being processed by Finion Capital
• the total of claims in collection that have already been handed over to Finion FairPay
• an overview of individual claims, often via tooltip with:
  • claim reference number
  • due date
  • amount
• an overview of the payments made by the member

This way, you can see which amounts are currently open, which have already been handed over to collections, and how the claims have developed over time. This section helps you answer member inquiries knowledgeably and plan the next steps.

Viewing the Communication Overview

The communication overview shows you which dunning notices and reminders have already been sent to the member. You can see here:

• the date the dunning notice was sent
• the channel through which the dunning notice was sent (email, SMS, letter)
• for multiple dunning notices: a note like “(n more)” – via a tooltip you can then view all dunning notices

This allows you to quickly understand whether a member has already been informed, how this happened, and whether further communication makes sense. This reduces inquiries at the studio and ensures a transparent dunning process.

Recognizing Account and Payment Issues

An important part of the widget is the notes on account setup and possible payment issues. For example, the widget points out the following topics:

• Incorrect payment method:
  • If the member does not pay by direct debit, this can affect cooperation with MemberCash/Finion Capital.
  • You can jump directly to the settings via the widget and adjust the payment method.
• Missing or invalid SEPA mandate:
  • If there is no valid mandate, direct debits cannot be collected.
  • If a task already exists for this, you can open it directly from the widget.
• Invalid or incomplete address:
  • An incorrect address can prevent postal dunning notices.
  • Here too, you can often jump directly from the widget to the corresponding task or setting.
• Purchase limit or purchase stop:
  • The widget shows you reasons for purchase restrictions, e.g., too many returned direct debits or unresolved issues.

These notes allow you to specifically address the causes of payment problems instead of just managing symptoms.

Summary and Recommended Next Steps

At the bottom of the widget, you will find a summary that compactly explains the current situation and gives you concrete recommendations for action. Typical cases are:

• No open claims
  • The widget informs you that the member has no open claims with Finion Capital.
  • No further steps are necessary.
• Open claims, no purchase limit
  • The widget shows you the total outstanding amount.
  • You get the recommendation to send the MemberCash payment link to the member so they can easily settle the claims.
• Open claims and purchase limit
  • You see that the member has open claims and is currently under a purchase limit.
  • The widget explains that outstanding amounts must be settled so that future claims can be purchased normally again.
  • Here too, you can send the payment link.
• Purchase stop
  • The widget shows that a purchase stop is active.
  • It recommends contacting Finion Capital support for further information and clarification.

If open amounts exist, a button appears in the widget that allows you to resend the payment information or the link to the Finion Capital payment portal. This way, members can quickly and conveniently settle their outstanding amounts – and you support smooth collection of membership fees.