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Use a Wallet Balance to Pay a Dues Item Invoice

How to apply a Member or Household Wallet balance toward a dues item invoice, for both admins and members.

Also searched as: pay dues with wallet funds, apply wallet credit to a dues invoice, use wallet balance for dues payment

For Admins

If a Member asks you to credit their Wallet balance toward an amount due on a dues item invoice, process this as a standard manual payment and select the Wallet as the payment source (instead of a check or other source).

Note: Member Wallet and Household Wallet one-off invoices do not appear in the "Dues and Fees" section of your Admin Dashboard. Instead, find them here:

  • Household Wallet one-off invoices: "MEMBER DETAILS" window > "MEMBER HOUSEHOLDS" section
  • Member Wallet one-off invoices: "MEMBER DUES" section

In the "Actions" column, click the "Mark Payment" icon to void the one-off invoice, or mark it paid with Member Wallet or Household Wallet balance funds, as appropriate. (For general instructions on marking an invoice paid, see "Mark Payments on Dues and Fees" in the "Dues and Fees" section of these instructions.)

For regular dues item invoices (not Wallet one-off invoices), use the "Mark Payment" process from "DUES & FEES":

  1. Each dues item summary includes a "Mark Payment" icon.
  2. The "MAKE PAYMENT" window lets you apply card, ACH, and Wallet balance funds toward the amount due.

If the Wallet balance is less than the amount due, you can credit a partial payment — but only if the dues item is set up to accept partial payments. (See "Create a New Dues and Fees Item" in the "Dues and Fees" section.)

For Members

Members can use a Wallet balance to pay invoices for dues items. Keep these points in mind:

  • Members cannot pay a Member dues item invoice with a Household Wallet balance, or a Household dues item invoice with a Member Wallet balance. To move a balance between the two Wallets, ask a community administrator to void the balance from one Wallet and add it to the other in a separate transaction.
  • If you have more than one Household Wallet, you must pay a Household invoice using the Wallet for the specific Household that was invoiced.
  • Even if the Wallet balance covers the full invoice amount, you must still add a regular payment method (credit/debit card or ACH account) in order to use Wallet funds for payment.
  • Payments made with Wallet balance funds are not subject to transaction processing fees.
  • If a dues item accepts partial payments but your Wallet balance is less than the amount due, you can split the payment into two separate transactions: one by card/ACH and one by Wallet balance. These can be made in either order.

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 dues item you want to pay and tap/click its "Pay" button.
  3. In the "Make a Payment" window, choose an existing payment method. (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.")
  4. Once you've selected a payment method, activate the checkbox for "Use [Wallet Name]."
  5. If multiple invoices are listed, activate the checkbox for each invoice you want to pay together.
  6. If this dues item accepts partial payments, enter the amount in the "Payment Amount" box.
    • Note: You cannot make a partial payment if you selected more than one invoice at once.
  7. If this is a recurring invoice, activate the "Enroll in Autopay" toggle if you want future payments to be automatic.
    • Note: Autopay uses your regular payment method (card/ACH), not the Wallet, since the Wallet is set up for individual (not recurring) payments.
  8. Tap or click "Make Payment" to complete the process.
    • To cancel, tap the "<" to the left of "Make a Payment" at the top of the window.
    • You'll receive a confirmation email once your payment goes through.

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 load the payments page (may be labeled "Pay Dues," "Payments," or "Online Payments").
  5. Locate the dues item you want to pay.
  6. If you have not already added a payment account, click "Add Account."
  7. In the "MANAGE PAYMENT METHOD" window, set "Select Payment Type" to "Card" or "ACH."

If you chose "Card":

  • Enter your card number (no spaces needed — the field auto-formats).
  • Enter the expiration date (MM/YY) — cursor advances automatically.
  • Enter the CVC security code (usually on the back of the card) — cursor advances automatically.
  • Enter the ZIP code or postcode for the card's billing address.
    • Note: All entered data must exactly match your financial institution's records, or you'll need to correct it.
  • Click "add card" to save the card for this invoice.
  • Once added, activate the radio button next to the card to select it.
  • Click "Select Payment Method" to finish setup.
    • To cancel, click "Cancel," the "X" at the top right, or press "Esc."
  • For recurring dues items, you can activate "Enable Autopay" at the bottom left of the window.

If you chose "ACH":

  • Set up your ACH payment account on your website or Member Portal.

To complete your payment:

  1. On the Home screen, tap "Payments."
  2. Find the item you want to pay in the horizontal list and tap "Pay."
  3. Activate the checkbox for "Use [Wallet Name]."
  4. In the "MAKE PAYMENT" window, activate the checkbox for the invoice(s) you want to pay.
  5. If partial payments are accepted, enter the amount in "Payment Amount" (only available for a single invoice at a time).
  6. Click "Make Payment" to finish.
    • To cancel, click "Cancel," the "X," or press "Esc."
  7. You'll receive a confirmation email once your payment goes through.