Managing Club Payments & Memberships
Tracking, collecting, refunding, and reminding members about payments.
10 articles
- 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.