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.