Message Filtered Members About One-Time Charges

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.

1. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “One-Time Charges” tab.
3. In the “ONE-TIME CHARGES” window that opens, locate the item you want to review and click on the “View Summary” icon (blue magnifying glass) in the “ACTIONS” column.
4. In the summary window that opens, set the “Date Range” fields at the top of the window so they show the time period that includes the relevant One-Time Charge payments.
5. Click on the “One-Time Charge Actions” button at the top right and select “Message Filtered Members.”
6. In the “MESSAGE MEMBERS” window that opens, enter a title for your message in the “Email Subject” box.
7. Type your message into the text box. Use the formatting tools above the text box to style your message, and the “Choose file” area below it to add one or more file attachments.
• To learn how to search for specific One-Time Charges by payor name, receipt number, or payment type, see the “Filter the Receipt List on a One-Time Charge Summary” item in these instructions.