Charging a member
Create an invoice, bill a member, and choose how the charge is collected.
- Create an invoiceBuild an invoice for a member from unpaid charges or a custom line.
- Bill a memberSend a member their fees, record a payment, or void a charge.
- Choose a payment methodAdd a fee to a member’s tab, charge a saved card, record a payment, or invoice a non-member.
- Read the financials overviewSee what the society has collected, what is still open, and the latest payments.
- Review recorded paymentsLook up membership and registry payments for a date range.
- Open a financial reportOpen the board reports for revenue, receivables, dues, and registry fees.