View Household Payment Summaries for Dues and Fees

Review payment information about Dues and Fees that are invoiced to Households.

1. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “Members” tab.
3. In the “MEMBERS” window that opens, click on the “View” icon (blue eyeball) in the “ACTIONS” column.
4. The “MEMBER HOUSEHOLDS” section of the page itemizes basic Household information—including address, access type, Household members and their e-mail addresses—and lists any outstanding dues or fees billed to the Household.
5. The “MEMBER ACTIVITY” section provides a chronological list of actions, including payments toward Household dues and fees.
6. The “PAYMENT HISTORY” section provides information about full and/or partial payments toward invoices, and presents each payment date, whether the item was billed to the Household or to the member, the name of the item, the amount paid, whether the member paid the item or a website Admin recorded the payment, the type of payment, and a “more info” link for access to the “PAYMENT SUMMARY” window.
• From the “PAYMENT SUMMARY” window, review the payment date, invoice number, and payment amount, and access action icons that open the “INVOICE NOTES” window or download a copy of the invoice to your computer. To send a new copy of the receipt for the item, click on the “Resend Receipt” button.
• To exit the window without taking any further action, click on the “Close” button, press the “Esc” key, or click on the “X” in the top right corner of the window.