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
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
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
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 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 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
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
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
Are you faced with invoices that didn’t get generated when or how you expected, invoices that you now want to remove entirely? Before you take action, make sure you’re using the best-possible approach to the problem. Simply deleting the invoices looks like the easiest solution. You can go to Payments > Dues & Fees > … Read more
We use Stripe as our transaction processor for card and ACH payments. Stripe handles all the personal financial information you and your residents share when you make payments. Whenever one of your residents pays their dues online, transaction processing fees apply. Obviously, that’s how transaction processors make their money. But what may not be quite … Read more
If you receive a dues payment directly from a member, 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 “Dues and Fees” tab. In the “DUES and FEES” window that opens, locate the item … Read more
When you need to communicate with all or a subset of your full membership about a specific invoice, contact them directly through your website. 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 … Read more
Annotate an individual invoice with notes about payment details or any other matters that you need to record. 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 … Read more
If a member requests a duplicate copy of an invoice or claims not to have received one, send it again. 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 … Read more
Once you deactivate an item, it no longer appears in the list of Dues and Fees—but you can make it visible. 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, activate the … Read more
Sort your “Dues & Fees” in the “DUES & FEES” window so they appear in the order you wish to view them. 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 … Read more
Examine a list of the individual invoices sent to members or Households in conjunction with an individual dues item or fee. 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
