UNITE Invoice/Receipt Walkthrough - Minimum Dues (Admins)

UNITE Invoice/Receipt Walkthrough (Admins)

This document is to help with the understanding of the invoices and receipts that may be sent to a member from their District Council. This will give a basic breakdown of each of the separate documents.

UNITE Invoice Walkthrough (Admins)

Credit Remaining

If a member pays through the invoice period or the billing template, the invoice will show a credit remaining. The remaining credit will be applied to the next billing period.

Balance Remaining

If a member still owes money on the current invoice, that amount will be shown within the balance remaining.

• If a member asks how much they own, this is where to look. The amount listed will pay them through the invoice period

How to determine why a member owes the amount due.

1. Look at the first row of the invoice (The red arrow), this shows the amount owed on the last invoice, and before any payments are applied. This value is also the amount carried over from the previous invoice.

2. If there was an amount carried over, then open the previous invoice and see its details. The easiest way to see where a member is missing payments (or accrued a balance from), would be the payments tab under their account. The payments tab will show each payment made and where it “pushed” the Paid Through Date to. This method will allow you to see which months the member had hours reported, as well as any self payments.

The green box and arrows show the different payment allocations from an employer payment file. When the Dues Check-off amount is uploaded into UNITE via a payment file upload, UNITE will then take the dues amount from the total and then allocate the rest to admin dues. This is pointed out by the 2 green arrows.

• For the example above, $143.05 was paid by check-off. $15.00 was applied to dues and the remaining $128.05 was applied to admin dues. The $143.05 would have been the amount uploaded in the payment file.

UNITE Receipt Walkthrough (Admins)

The receipt shows the payment made and where the money was applied to.

• This example shows a payment of $224.40 being applied to 6 months (May-October) of dues.

Balance Remaining

If a payment does not pay the member through the current period, then a remaining balance will be listed. If this amount is paid, the member will be current as of that period.

Negative Balance Remaining

If the remaining balance is listed as negative, that is a credit on the members account.

Paid Through Date

The listed paid through date is based on the receipt’s payment.

• In this example, the paid through date is 10/31/2025, because October dues were paid from the $224.40.