Transactions: Post Fees

INTRODUCTION

Feature Summary: Post Fees is a transactional feature that allows you to post a one-time Misc. Fee for members in bulk, instead of having to manually adjust each member's account.

Use Cases: If, for example, a facility needs to charge all members an annual fee (such as a maintenance fee), this can be applied through the Post Fees page.

SETUP REQUIREMENTS

Go to TRANSACTIONS > POST FEES.

Posting a Fee

From the Post Fee page, admins can create and post a fee to one or more members. Start by filtering and selecting the group of members you wish to charge, then post the fee to their member accounts.

Member Filters

Membership(s): Limits the member list to only those under specific membership types. Default = All.
Member Status: Filters by Active or Inactive members. Default = All.
Member Groups: If your organization uses member groups, you can filter to one or more groups. Default = All.
Amount Due: Displays only members with a balance meeting the selected condition. Enter a dollar amount, then choose Greater Than, Less Than, or Equal To.
Charge Individual Membership: When checked, the fee is applied to each individual membership rather than only the primary family member.

Fee Details

Fee Amount: The dollar value of the fee being applied.
Tax Rate: The tax rate to apply (if applicable).
Revenue Category: The revenue category where the fee will be recorded for reporting purposes (e.g., “Maintenance Fees”).
Description: A label or explanation for the fee. This will display in member billing records.

Notes

When filters are adjusted, the Select Members list updates automatically. Refine filters until the desired list of members appears.
Select members by checking their names in the list.
When ready, click the Post Fee(s) button to post the fee.

Make sure to select the members to post the fee to:

To view previously posted fees, click the orange View Posted Fees From Past 30 Days button in the top right corner.

Member - Billing Tab

Once a fee is posted, it appears under a member’s Billing > Transactions > Manual Adjustments tab. From there, click Pay next to the transaction to charge the member.

Charging the Fee

When a fee is posted to a member, it is not charged. An admin would need to process the charge for each member, or enable batch billing to run the charges.