The Dues and Fees feature provides expanded functionality to add ease, power, and convenience for every Admin. Invoice your organization’s regularly scheduled or one-time dues and fees through the administrative dashboard of your website. Members can review their dues in the “My Dashboard” tab, or on the “Dues” page of your website, if you set … Read more
One-Time Charges make it easy for community residents to pay for miscellaneous non-recurring items. From pool keys to parking passes, these items don’t fit within the definition of a regular dues item. These charges can include flexible “name-your-price” or “best-offer” payment terms for which the payee determines the amount due. They allow for the collection … Read more
Set up a new “Dues & Fees” item and establish its payment requirements. Any setting marked with a red asterisk (*) is mandatory, so you must make a selection for these settings before you can save your “Dues & Fees” item. Click on the “Payments” tab on the vertical Dashboard menu at the left side … Read more
Set up a new One-Time Charge and establish its payment requirements. Any setting marked with a red asterisk (*) is mandatory, so you must make a selection for these settings before you can save your One-Time Charge. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click … Read more
If a Dues and Fees item no longer serves its purpose, delete it. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues and Fees” tab. In the “DUES and FEES” window that opens, locate the item you want to delete. In the “ACTIONS” … Read more
If you no longer need a specific One-Time Charge, delete it. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item you want to delete. In the “ACTIONS” column, click on the … Read more
In some instances, you may issue an invoice and realize it should not be paid. Delete all unpaid instances of an item in one convenient batch process. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues and Fees” tab. In the “DUES and … Read more
Download PDF documents that contain individual receipts for payments of One-Time Charges. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item you want to review. In the Actions column, click on … Read more
Download PDF documents that contain individual invoices for Dues and Fees. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues and Fees” tab. In the “DUES and FEES” window that opens, locate the item you want to review and click on the “View … Read more
Download historical data about payments for an individual One-Time Charge. The CSV file you download is compatible with your favorite spreadsheet program. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the charge … Read more
Download historical data about all member and household dues payments in a CSV file that’s compatible with your favorite spreadsheet program. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues and Fees” tab. In the “DUES and FEES” window that opens, click on … Read more
To review essential payment information about Dues and Fees, download a summary document and open it in your favorite spreadsheet program. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues and Fees” tab. In the “DUES and FEES” window that opens, locate the … Read more
To review essential information about payments on Dues and Fees, download a summary document and open it in your favorite spreadsheet program. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues and Fees” tab. In the “DUES and FEES” window that opens, locate … Read more
Track and assign which Admins receive e-mailed notification of member payments. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues & Fees” tab. In the “DUES & FEES” window that opens, click on the “Dues Actions” button at the top right and choose … Read more
All Admins receive e-mailed notification of payments for One-Time Charges.
Edit the details of a “Dues & Fees” item to include changes or new details. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues & Fees” tab. In the “DUES & FEES” window that opens, locate the item in the list and click … Read more
Edit the details of a One-Time Charge to include changes or new details. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item in the list and click on the Edit icon … Read more
If you receive a One-Time Charge payment directly from a member or sponsor, mark the item paid and note the type of payment. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the … Read more
Search for and review specific invoices related to a Dues and Fees item. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues and Fees” tab. In the “DUES and FEES” window that opens, locate the item you want to review and click on … Read more
Search for and review specific transactions related to a One-Time Charge. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item you want to review and click on the “View Summary” icon … Read more
