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View a Summary of Individual Dues and Fees Items

Open the summary window for a single Dues and Fees item to review its invoices, payment totals, and available actions in one place.

Steps

  1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Dues & Fees tab.
  3. Find the item and click the View Summary (magnifying glass) icon in the ACTIONS column.

What the Summary Window Shows

  • The item’s Amount and Frequency at the top, and an Invoice Range calendar to limit the window to a specific date range.
  • A FILTERED PAYMENT SUMMARY box showing Open, Paid, and Late totals, invoice counts, and account counts for the selected range.
  • A search bar to filter the invoice list by name, invoice number, or status.
  • The invoice list itself, showing due date, name, invoice number, status, last payment date, amounts owed and paid, and number of payments.
  • An Invoice Actions button for messaging filtered members, downloading data, and deleting unpaid invoices.
  • A three-dot ACTIONS menu on each invoice row for marking it paid, resending it, adding notes, downloading it, waiving its late fee, or deleting it.