Manage dues and transactions
Add dues to a membership type
1
Open the membership type
Go to Settings → Membership Type, then create or edit a type.
2
Open Price Configuration
Continue to the Price Configuration step.
3
Add a due
Enter the due amount and frequency.
4
Map the account and tax
Choose the applicable chapter account and configure tax options when required.
5
Finish the membership type
Continue through Workflow Settings and Notification Settings, then save.
View and upload transactions
1
Open Transactions
Select Transactions in the sidebar.
2
Choose a table view
Use All or Recent to change the records displayed.
3
Start an upload
Select Upload Transactions and follow the upload form.
4
Review the processed upload
Return to the transaction table and upload archive to confirm the imported records.
Generate a statement
1
Open Transactions
Select Transactions in the sidebar.
2
Open the statement form
Select Generate Statement.
3
Set the statement options
Choose the chapter account, start date, end date, and report type.
4
Generate
Submit the form and use the generated report provided by the app.