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
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 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
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
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
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 “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
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
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
The “DUES and FEES” window enables you to add, review, edit, and delete Dues and Fees 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 “Dues and Fees” tab. The “DUES and FEES” window that opens displays a list … 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
Review payment information about Dues and Fees that are invoiced to Households. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. In the “MEMBERS” window that opens, click on the “View” icon (blue eyeball) in the “ACTIONS” column. The “MEMBER HOUSEHOLDS” section … Read more
Review payment information about Dues and Fees that you invoice to individual Members. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. In the “MEMBERS” window that opens, click on the “View” icon (blue eyeball) in the “ACTIONS” column. The “MEMBER ACTIVITY” … Read more
Once a Dues and Fees item is paid—partially or fully—view a summary of its payment details. 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 … Read more
