Online Library Updating a Deceased Contact's Records | Page 7
Some Considerations
Invoices
The Deceased Contact utility identifies invoices with a balance not equal to zero and
sends a task to the Deceased Contact queue for follow up action. These invoices must
be dealt with manually.
We recommend that you cancel the dues invoice for the terminated renewal billing. If the
invoice was paid, you can refund the credit to the deceased member’s estate or transfer
the balance to an open invoice, depending on your organization’s business practices.