Quick Reference

Create a Fee

Finance → Fees → Add Fee

Enter name, amount, category

Choose who pays (Applicable To)

Save → Fee is live

Verify a Payment

Finance → Payments → Filter: Pending

Check proof matches amount

Click Verify or Reject

Record a Payment (Admin)

Finance → Payments → Record Payment

Select member or guest

Enter amount and details

Save → Automatically verified

Common Actions

Action	Where	Result
Pause fee	Fee → Actions → Pause	Temporarily stops payments
Close fee	Fee → Actions → Close	Permanently ends fee
Waive due	Payers table → Actions → Waive	Forgives payment
Cancel due	Payers table → Actions → Cancel	Removes due entirely

When to Use What

Pause vs Close

Use Pause When...	Use Close When...
Taking a temporary break	Fee is done forever
Making changes to the fee	Event has passed
You might resume later	Campaign has ended

Waive vs Cancel

Use Waive When...	Use Cancel When...
Member had hardship	Due was created by mistake
Giving a discount	Member shouldn't have this fee
Fee applies but forgiven	Fee never should have applied

Documentation

Guide	Best For
Getting Started	First-time setup
Configuration	Pricing tiers & settings
Managing Fees	Editing, pausing, closing
Payments	How members & guests pay
Admin: Processing Payments	Recording & verifying
Troubleshooting	Common problems

Key Concepts

Fee → A payment you want to collect (dues, event tickets, donations) Pricing Tier → Different price options within one fee (Early Bird, Regular, Late) Due → Links a member to a fee, tracks what they owe Payment → A submission from a member or guest, starts as Pending

Fee Categories

Category	Use For
Membership Fee	Dues, annual fees
Event	Registrations, tickets
Merchandise	T-shirts, gear
Donation	Fundraising
Other	Everything else

Payment Statuses

Status	Meaning
Pending	Submitted, awaiting admin review
Verified	Approved, counts toward collection
Rejected	Declined with reason

Due Statuses

Status	Meaning
Unpaid	No payment yet
Partial	Some but not all paid
Paid	Complete
Waived	Forgiven by admin
Cancelled	Removed from tracking