Manage and Track Your Dues Items

Manage and Track Your Dues Items

Also searched as: dues and fees screen, dues tier tracking, edit a dues item

Once you've created a Dues Tier (see "How do I add a new Dues Tier?"), go to Payments > Dues & Fees to see every dues item you've set up and how it's performing.

The screen lists every dues item with columns for:

• Name — the dues item's title
• Type — whether it bills Members or Households
• Amount — the billed amount and frequency shown together (e.g. "$100.00")
• Frequency — how often it bills (Annually, Quarterly, Monthly, etc.)
• Late Members — how many members currently owe a late payment on this item
• Modified — when the item was last updated
• Actions — Edit or View Summary for each item

 How to Review or Edit an Existing Dues Item

1. Go to Payments > Dues & Fees.
2. Click View Summary on any item to see its billing and payment activity.
3. Click Edit to open the same four-tab setup window used when the item was created (Invoice Details, Add Fees, Select Frequency, Configure Invoice), and adjust any setting — for example, changing the amount, activating or deactivating the item, or updating who it bills.
4. Work through the tabs using Next and Back, then click Save to apply your changes.

Keep in mind that editing the Amount on an existing dues item only affects *future* invoices — it won't change any invoice that's already been generated.

 Creating a New Dues Item

Open the Dues Actions dropdown menu at the top of the screen and choose +Add New Dues Tier to start a new one.

How Dues Relate to Transaction Fees

The Dues & Fees screen governs what you bill and how often. Separately, transaction *processing* fees — the cut taken by Stripe or ACH when a resident pays — are covered under "How do transaction processing fees work?" Enabling Service Fees on a dues item (in the Add Fees tab) is what determines whether that processing fee gets passed on to the resident or absorbed by your community.