Transactions: Post Fees

This article gives an overview into Post Fees - what they are and how to use them in your club.

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Post Fees is a transactional feature that allows you to create fees for members in bulk, instead of having to manually adjust each member's account. A good example of this would be creating an annual member fee, such as for annual maintenance fee, that is going to be posted to all members' accounts.

To do this, we'll go to Transaction List > Post Fees:

Once here, we can create our fee to post:

Let's say I want to create an annual member fee for our club. I want it:

  • For all membership types

  • ACTIVE members only

  • $75 Fee

  • And I want it to be recorded in my transactions as a 'Membership Due' Revenue Category

Now that I have this setup, I can press 'Post Fee' and it will now appear on the members' accounts who match the criteria above.

NOTE: You can also post a fee to an individual member(s) account(s). To do this, once we create the fee to post (as shown above), we then just scroll down to the bottom of the page:

Here, we can select the members we would like to post this fee to.

Once done, we press 'POST FEE':

Press 'YES' and the fee will now be posted to that member's account:

See 0:00 - 2:20 for the tutorial on Posting Fees

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