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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Domain registration and domain hosting are two very different things. The registration shows that you own the domain name, which is the online address of your site (e.g., example.com). Hosting provides access to your site content so people can view it. Many people use a single company for both of these functions. To use a … Read more
Change a document’s status from public to private, and specify who can see or download it. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the “Document Settings” icon (blue gear) in the “Actions” … Read more
Download a copy of a document that you’ve uploaded to the Documents section of your Administrative Dashboard. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the “Download File” icon (blue arrow) in the … Read more
Copy a direct link to a document so you can paste it from your computer clipboard to use it on your website. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the “Copy File … Read more
