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 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 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
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 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
All Admins receive e-mailed notification of payments for One-Time Charges.
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 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
When you need to communicate with all or a subset of your full membership about a specific One-Time Charge, 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 “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, … Read more
Annotate an individual One-Time Charge receipt 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 “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item you want … Read more
Once you deactivate an item, it no longer appears in the list of One-Time Charges—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 “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, activate the “Show Inactive Charges” … Read more
Sort your One-Time Charges in the “ONE-TIME CHARGES” window so they appear in the order you wish to view them. Click on the “Features” 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, click on one of the … Read more
Examine the payment history and details for a specific 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
The “ONE-TIME CHARGES” window enables you to add, review, edit, and delete these charges from a single comprehensive list. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. The “ONE-TIME CHARGES” window that opens displays a list of all your charges. … Read more
