---
title: How do I Add a Member Wallet Transaction?
description: Member Wallet, Member account credit
---
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# How do I Add a Member Wallet Transaction?
### Add a Member Wallet Transaction
*Also searched as: member invoice, wallet credit, one-off invoice, member balance*
A positive Wallet balance gives a Member or Household funds they can apply toward a current or late invoice. A negative amount added to a Wallet prompts the system to send a one-off invoice in that amount.
### Create a Member Wallet Invoice (Negative Amount)
*(also: negative wallet amount, auto-generated invoice, wallet-based billing)*
When you add or import a **negative amount** into a Member Wallet, the system automatically generates a one-off invoice in that amount and e-mails it to the Member.
- If you import a negative balance for a specific Member, you do **not** need to create a separate Member Wallet invoice for that amount.
- A Member Wallet invoice covers an amount an individual Member owes **outside of** any current dues already set up in the system.
- Only use a Wallet invoice to collect money a Member owes beyond and outside of any current or late payment. Otherwise, you will create a duplicate payment request.
### Manual addition via Members
1. Click **Membership \> Members**.
2. Scroll the **MEMBERS** list to find the correct entry (see "Filter the Member List" for search help).
3. In **Actions**, click the three-dots menu and choose **Add Invoice**.
4. Enter a distinctive **Invoice Name** and the billable **Amount**.
5. Click **Due Date** to open the calendar and select a date (use the arrows to change months; click start/end dates; **Set** to confirm).
6. Use the **"When would you like the invoice to be due?"** dropdown to select payment terms:
- **Net 15, 30, 45, 60, 90, 120, or 365** gives members that many days to pay.
- **Custom Terms** lets you enter a different number of days; the system shows the resulting invoice date.
7. In **Add Invoice Instructions**, add payment details or other notes for members.
8. Set **"Should this due be required for Member Access?"**:
- **Yes** — blocks late-paying Members from Members-only site areas until paid.
- **No** — allows full access regardless of payment status.
9. Click **Next** to continue to fees (or **Cancel** / **Esc** / **X** to exit).
10. On **ADD FEES**, activate **Enable Partial Payments** to allow installment payments.
- Note: partial payments and late fees cannot both be active.
- This does not create a payment schedule — it just allows multiple payments toward the total.
11. Activate **Enable Service Fees** to apply a transaction fee.
- Boxes are preset correctly for invoices **≤ $625**. For invoices **\> $625**, change the ACH service fee to **0% and $6.25**.
- Fees are added to what the member pays; if not enabled, fees are deducted from your Stripe deposit instead. (See [How do transaction processing fees work?](https://help.hoastart.com/how-do-transaction-processing-fees-work?hsLang=en))
12. In **Late Fees**, activate either or both:
- **Enable Interest-Based Fee** — Simple or Compound interest, with **Percent**, **Frequency** (Once/Daily/Weekly/Monthly/Quarterly/Bi-Annually/Yearly), and **Grace Period**. Remove via the trash-can icon (visible once enabled).
- **Enable Flat Fee** — dollar **Amount**, **Frequency**, and **Grace Period**. Click **+Add Another** for more flat fees (only one interest-based fee is allowed, but multiple flat fees are). Remove via the trash-can icon.
13. Click **Save** when done (or **Back** then **Cancel** / **Esc** / **X** to exit without saving).
### Manual addition via Member Details
1. Click **Membership \> Members**.
2. Scroll to find the correct entry (see "Filter the Member List").
3. In **Actions**, click the three-dots menu and choose **View Member**.
4. In **MEMBER DETAILS**, scroll to **MEMBER DUES** and click **+Add Invoice**.
5. Follow the same steps as above (Invoice Name, Amount, Due Date, payment terms, instructions, Member Access toggle, fees, late fees, Save).
### Addition via import
1. Click **Membership \> Members**.
2. Click **Members Actions** and choose **Import Invoices or Balance**.
3. Click **+Import Member Transactions**.
4. Click **Download Import Template** to get `import-Member-transactions.csv` (requires Excel or another spreadsheet program).
5. Enter one line per transaction; use a minus sign for negative values (e.g., `-50.00`). Save and close without changing the file format.
6. Click **Browse**, select the file, click **Open**.
- Use **Remove File** to deselect a wrong file, or **Cancel** / **Esc** / **X** to stop.
7. Enter a value in **Terms** for days before the due date the invoice goes out.
8. Click **Due Date** and select via the calendar (arrows to change month; start/end dates; **Set** to confirm).
9. Click **View Summary**.
10. In the **MEMBER WALLET TRANSACTIONS IMPORT SUMMARY** window, click **Import** to complete (or **Cancel** / **Esc** / **X** to stop).
### Add a Member Wallet Balance (Positive Amount)
*(also: wallet credit, positive balance, overpayment credit)*
- Member and Household Wallets are completely separate — each pays only its own type of dues.
- A Member Wallet **balance** represents payment greater than dues owed. Invoices can't accept overpayment, so a positive balance must be added outside the invoice system.
- **Only an Admin** can add a positive amount to a Member Wallet.
- Add funds when a Member has a positive payment balance beyond any current invoice already in the system.
- If a Member wants to add funds themselves, accept an offline payment or set up a One-Time Charge to collect it.
### Manual addition via Members
1. Click **Membership \> Members**.
2. Scroll to find the correct entry (see "Filter the Member List").
3. In **Actions**, click the three-dots menu and choose **Manage Wallet**.
4. In **MANAGE MEMBER WALLET**, click **+Add Transaction**.
5. Enter a distinctive **Transaction Name** and the **Amount**.
6. Enter any **Notes**.
7. Click **Submit** to save (or **Cancel** / **Esc** / **X** to exit without saving).
### Manual addition via Member Details
1. Click **Membership \> Members**.
2. Scroll to find the correct entry.
3. In **Actions**, click the three-dots menu and choose **View Member**.
4. In **MEMBER DETAILS**, scroll to **MEMBER DUES** and click **View Wallet**.
5. In **MANAGE MEMBER WALLET**, click **+Add Transaction**.
6. Enter **Transaction Name**, **Amount**, and **Notes** as above.
7. Click **Submit** to save (or **Cancel** / **Esc** / **X** to exit).
### Addition via import
1. Click **Membership \> Members**.
2. Click **Members Actions** and choose **Import Invoices or Balance**.
3. Click **+Import Member Transactions**.
4. Click **Download Import Template** to get `import-Member-transactions.csv` (requires Excel or another spreadsheet program).
5. Enter one line per transaction; use a minus sign for negative values. Save and close without changing the file format.
6. Click **Browse**, select the file, click **Open**.
- Use **Remove File** to deselect a wrong file, or **Cancel** / **Esc** / **X** to stop.
7. Enter a value in **Terms** for days before due date.
8. Click **Due Date** and set via the calendar.
9. Click **View Summary**.
10. In the **MEMBER WALLET TRANSACTIONS IMPORT SUMMARY** window, click **Import** to complete (or **Cancel** / **Esc** / **X** to stop).
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