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View Household Payment Summaries for Dues and Fees

Review the Dues and Fees payment history and outstanding balance for a household through any of its members’ profiles.

Steps

  1. Click on the Membership tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Members tab.
  3. Find the member and click the three-dot menu in the ACTIONS column, then select View.
  4. On the MEMBER DETAILS page, find the MEMBER HOUSEHOLDS box and expand the household you want to review.

What You’ll See

  • Outstanding Household Dues — unpaid items billed to the household, with due date, invoice number, item name, and amount.
  • Household Balance — the household’s current balance across all Dues and Fees items.
  • Household Wallet — the household’s stored wallet balance, with a View Wallet link.
  • A payment history table listing each payment’s date, item name, amount paid, payer, and payment method, with a more info link for full payment details.