Treasury & Payments
Club-wide financial management and reporting for admins.
14 articles
Managing Club Payments & Memberships
Tracking, collecting, refunding, and reminding members about payments.
- Understanding the Payments TabLearn how the Payments tab in Treasury works, including the Received and Outstanding summary, the payment list, and what you'll see when you open a payment's details.
- How to Search and Filter PaymentsFind specific payments fast by searching or filtering the Payments tab by date, status, source, and payment method.
- How to Send a Payment RequestRequest a one-off payment from one or more members by email, useful for tournament fees, custom charges, or anything that doesn't need a recurring plan.
- How to Waive a PaymentWrite off an outstanding or failed payment for a member, removing it from your club's outstanding balance and notifying them that it's been waived.
- How to Record a Manual PaymentLog a payment you received outside the app, such as cash, cheque, or bank transfer, so your club's records and the member's payment status stay accurate.
- How to Send an Individual Payment ReminderRemind a specific member about a single outstanding or failed payment without notifying your whole club.
- How to Send a Payment Reminder to All MembersSend a single "Nudge to Pay" reminder to every member with an outstanding or failed payment at once, instead of contacting each one individually.
- How to Refund a PaymentRefund a member for a payment they've already made, for example to correct a duplicate charge, with the refund reflected in your club's financial records.
- Understanding the Membership TabSee every member's membership status and payment history in Treasury, and learn how to view membership details or cancel a membership.
- How to Sort and Filter MembershipsSort and filter the Membership tab by name, status, start date, payment plan, or group to quickly find and prioritise specific members.
Managing Discount Codes
Creating, editing, and tracking usage of discount codes.
- How to Create a Discount CodeStep by step guide to creating a discount code for your club, setting where it can be used, and adding optional limits like a minimum basket, usage cap, or expiry…
- How Discounts Apply to Memberships and Joining FeesHow discount codes calculate against membership fees, subscriptions, and joining fees, with a worked example of the fee breakdown.
- How to Edit, Delete, and Track Usage of a Discount CodeHow to update an existing discount code's settings, permanently delete a code, and view a detailed log of every time it's been used.