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How can I manage a member wallet and its transactions?

Manage a Member Wallet and View Wallet Transactions

What This Window Shows

The MANAGE MEMBER WALLET window itemizes:

  • The history of positive balance items added to a Member Wallet.
  • Payments made on Member dues using Member Wallet funds.

This includes both:

  • Admins marking invoices paid through the Admin Dashboard using Member Wallet funds.
  • Members using Member Wallet funds to pay invoices online.

 How to Access the Member Wallet

Go to either path:

  • Membership > Members > [Name of Member] > ACTIONS > Manage Wallet
  • Membership > Members > [Name of Member] > ACTIONS > View Member > Member Dues > View Wallet

 Understanding the Transaction List

Each transaction row displays:

  • Transaction ID
  • Name
  • Amount
  • Date Added
  • Notes (optional comments)

 Notes on Transaction Types

  • Admins can add notes to a transaction when recording or importing it, or the system may add notes automatically for certain transaction types.
  • Values in parentheses are negative amounts — these represent payments.
  • "Autogenerated on use of wallet balance" — a dues payment the Member made using Member Wallet funds.
  • "Admin Created Transaction" — a payment an Admin recorded using Member Wallet funds.
  • A transaction that appears crossed out has been voided by an Admin. Voided transactions display a red rectangular "VOID" icon.

 How to View a Transaction

  1. Locate or search for the transaction you want to view. (See "Search for a Member Wallet Transaction" for search instructions.)
  2. In the "MANAGE MEMBER WALLET" window's Actions column, click the three-dots menu and choose View Transaction.
  3. In the "VIEW TRANSACTION" window, review the transaction name, amount, and any optional notes.

To close the window: click Done, press Esc, or click the X in the top right corner.