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How do I use a wallet balance to pay a one-time charge?

Also searched as: pay an OTC with wallet funds, apply wallet credit to a one-time charge, use wallet balance for a one-off charge

For Members

Members can use a Wallet balance to pay for One-Time Charges (OTCs). Keep these points in mind:

  • You can pay for an OTC with either Member or Household Wallet balance funds.
  • On the Member Portal and mobile app, you must add a regular payment method (credit/debit card or ACH account) to use Wallet funds — even if the Wallet balance fully covers the OTC. (This requirement does not apply to OTC payments made through a Payments-templated page on your public website.)
  • Payments made using Wallet balance funds are not subject to transaction processing fees.
  • If the Wallet balance is less than the OTC cost, you can combine the Wallet balance with another payment source in a single transaction.

Paying From the Mobile App or Member Portal

Mobile App access:

  1. Log in to the app on your mobile device.

Member Portal access:

  1. Load your website and click "Login" at the top right of any page.
  2. Enter your email address and password.
  3. Click the "LOG IN" button.
  4. Click the "Hello, [Your Name]" dropdown menu at the top right and choose "Member Portal."
    • If you don’t see a "Member Portal" option, use the separate payment instructions for your website.
    • Note: If your site logs you straight into the Member Portal, you can skip this step.

Payment process:

  1. Tap or click the button that loads your Payments feature (may be labeled "Payments," "Pay Dues," or "Online Payments").
  2. On the Payments window, locate the desired OTC and tap/click it to open it.
  3. In the "Make a Payment" window, review the OTC details: current date, OTC amount, any applicable sales tax, and total payment amount.
  4. Tap an existing payment method to select it. (For instructions on adding one, see "How to Set Up a Payment Account and Pay an Invoice or a One-Time Charge in the App.")
  5. Tap or click the "Use my wallet" dropdown menu and select the desired Wallet.
  6. Tap "Make a Payment" to complete the process. A confirmation screen shows the OTC name and transaction amount.

Paying From Your Community’s Public Site

  1. Load your website and click "Login" at the top right of any page.
  2. Enter your email address and password.
  3. Click the "LOG IN" button.
  4. Locate and click the button that loads your Payments feature (may be labeled "Payments," "Pay Dues," or "Online Payments").
  5. In the "Make a Payment" window, locate the OTC you want to pay and click "Make Payment."
  6. In the "ONE-TIME CHARGE" window, review the details: current date, OTC amount, any applicable sales tax, and total payment amount.
  7. Click "Make Payment" to proceed.
    • To cancel, tap the "<" to the left of "Make a Payment" at the top of the window.
  8. In the "ONE-TIME CHARGE INFORMATION" window, click the "Use Wallet" dropdown menu and select the desired Wallet.
  9. Optionally add comments in the "Payment Comments (Optional)" box. Click "Back" to return to the previous screen, or "Make Payment" to continue.
  10. In the "ONE-TIME CHARGE PAYMENT SUMMARY" window, review your transaction. Click "Back" to return, or "Make Payment" to continue.
  11. You’ll receive a confirmation email once your payment goes through.