Mark Payments on Dues and Fees

If you receive a dues payment directly from a member, mark the item paid and note the type of payment.

  1. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Dues and Fees” tab.
  3. In the “DUES and FEES” window that opens, locate the item you want to review. In the “ACTIONS” column, open the three-dots menu and choose “View Summary.”
  4. In the summary window that opens, locate the item you want to mark paid. In the “ACTIONS” column, open the three-dots menu and choose “Mark Payment.”.
  5. In the “UPDATE PAYMENT STATUS” window that opens, select the “Record a manual payment” radio button and enter an amount in the “Payment Amount” box.
  6. Note that if this item does not accept partial payments, you must enter an amount equal to the value of the invoice.
  7. If applicable, enter an additional late or processing fee in the “Fee” box.
  8. Select the applicable form of payment from “Payment Type” dropdown menu: “Check,” “ACH,” “Credit Card,” or “Other.”
  9. Click on the “Save Status” button to update the item.
    • To exit the process without marking a payment, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.