Dues Management Whether it is $10 or $1000, collecting money from friends can be stressful. This is where we come in.

Let’s be honest, no one actually enjoys tracking down all of their friends one by one, to ask them for the latest fee or membership dues. At Legacy Financial, it is our job to take the difficulty out of dues management – ensuring you get what you need, when you need it, without all of the hassle. With our user-friendly billing and payment system, members can easily login to the site and view all of their pending and paid charges with the simple click of a button. No banging on doors, no awkward money collecting missions; just simple, embarrassment-free dues collection. That’s it.

With our customizable billing options and accessible payment system, we make it easy for chapters to bill and even easier for members to pay. Legacy’s simple, straightforward approach to dues management is a win-win situation for everyone involved.

How it works:

• Around-the-clock viewing and payment of bills. Members have the freedom to pay their fees on their own time, 24-hours-a-day, seven days a week.
• Flexible payment options. Chapter members have their choice of payment by all major credit cards, e-checks or automatic ACH debits.
• Customizable billing options. We enable chapter administrators to edit charges and send customized bills to either school or home mailing addresses.
• Balances in real time. Through our administrative dashboard, chapter officers are able to view real-time balances on chapter financial statements, member accounts and committee budgets.
• Alumni dues and donations. We offer chapters the ability to bill alumni and to accept credit card donations via e-mail and from their websites.

Invoicing & Collection This is the time of your life. Don't waste a minute of it worrying about money! When it comes to dues collection, we've got your back.

The majority of today’s self-reliant chapters are only able to collect 75 – 80% of their dues, resulting in a constant (and unnecessary) struggle when it comes time for collection. Boasting an average collection rate of 96%, our easy-to-use system will pay for itself. All you have to do is sit back, relax and watch your collection rate rise.

Legacy Financial has a proven track record when it comes to effective, efficient member invoicing and collection. With us in your corner, this is one battle that you won’t lose. When it comes to getting your money, we don’t mess around.

How it works:

• Invoice options. We send out both paper and electronic invoices each month, however we are happy to work with your executive board to determine the proper billing cycle for your organization.
• Support, on your terms. When it comes to support and professional services for your organization, Legacy Financial is as flexible and real as it gets. Every organization is assigned a dedicated account manager who will take care of everything you need. Please feel free to contact our support team directly, click here.
• Past-due and delinquency notification services. We will take care of the past-due e-mails and unpleasant delinquency calls for you. If necessary, we can also turn members over to collections agencies at zero cost to the chapter.
• Automatic payment reminders and notification. Legacy Financial provides chapter administrators with the option to setup automatic late fees and early payment discounts. With our automatic payment reminders and notification service, we help ensure that nothing will ever fall through the cracks.

Reporting, in real-time Real-time, down to the minute reporting helps you keep your finger on the pulse of your chapter's financial situation. We've got the information you want, right when you want it.

Legacy Financial's administrative dashboard generates real-time reporting and analytics to help chapter administrators manage accounts receivable and payable, past-due accounts and the aging of accounts. This reporting will allow administrators to easily view collection trends and anticipate cash flow issues before they even occur. From the largest national organizations to even the smallest local chapter, Legacy Financial will increase efficiency and improve cash flow – guaranteed.

How it works:

• Group and individual reports in real time. Whether it is an individual snapshot you are looking for, or the financial status of your organization as a whole, we’ve got you covered.
• Real-time aging of accounts. We’ll play watchdog, so you don’t have to. This is Greek financing at its very best.
• Collection trends. Our administrative dashboard provides chapter officials with a reporting and management solution that enables them to view collection trends and better adapt their strategies.

Customer Service Taking care of your business, so you can take care of your people.

Automated support services? Digitally- recorded menu options? Never heard of them. At Legacy Financial, we wouldn’t dream of leaving your business in the hands of an automated system, where you’re tossed from one useless menu option to the next. Our support services revolve around the philosophy that the more we get to know you, the more helpful we can be to you. We take pride in the relationships we develop with each and every chapter we support. Rest assured that when you call us for help, we’re there working with you and for you, every step of the way.

How WE work:

• Dedicated, account managers. Your organization will be assigned its very own dedicated account manager who will work closely with you, getting to know you and what makes you tick. Our account managers will monitor your account (returned statements, incorrect e-mails, etc.), set up custom billing cycles for your chapter and help collect your past-due accounts. Working with a living, breathing human being; what a novel idea!
• Parent assistance. We work diligently to mitigate student/parent relationships and chaptermembers and their parents/guardians have the ability to contact a Legacy Financial support team member via e-mail, our website or by calling us toll-free during business hours. We are always here to offer our assistance and you are guaranteed a prompt and effective reply.
• Issue manager. We make it easy for your chapter to manage and submit issues via our issues management system. We’re not happy, until you’re happy. To contact our issue management team directly, click here.

Getting Started With you, every step of the way.

At Legacy Financial, we believe it is our job to walk you through the murky and tedious process of group financial management -- which can be intimidating and confusing at times. From the minute you sign up with us through your very first payment, we will guide you through the transition, making it as seamless and stress-free as possible. After all, it’s our job to do the work, so you don’t have to.

Helping you master and understand every step in that process is what we do, and we believe we do it best. From the most reliable file backup system to our performance-based pricing philosophy, we’ve got the solutions you are looking for. Have we mentioned there are no maintenance fees, no setup fees and no hidden, additional fees EVER? We only make money when you do. It’s as simple as that.

How it works:

• Smooth transition. We pride ourselves on making your switch to Legacy Financial one of the best decisions your organization will ever make. From the minute you sign up until your first payment goes through, we guarantee it will be smooth sailing all the way.
• Worry-free file backup. We make sure to back up each and every one of your organization’s files, switching over all contact information and balances to our system. As long as it is on our watch, your information will remain safe and sound.
• Performance-based pricing. At Legacy Financial, our pricing is performance-based and we think it’s the only way to do things. We only get paid as money is collected; there are no maintenance fees, setup fees or additional costs to you, EVER.