How Do I Record a Payment by Cash or Check?

Some members still prefer to pay dues and other charges by cash or check instead of on the ChapterSpot. If this is the case with some of your members, here's how to record what's considered an "Offline Payment" for them.

Note: You must have access to the Finance Admin app to perform this action.
  1. Start in the Finance Admin app, and click on the "Payments" tab on the left.
  2. On the right side, click the the "Record Payment" button.
  3. In the first dropdown, select the member you would like to record a payment for. (Note: If the member does not have a balance, you will not be able to record a payment for them.)
  4. Click the checkbox next to the charge you're taking payment for, and specify the amount on the right as needed.
  5. In the "Payment Type" dropdown, select Cash, Check or Other.
  6. Click Record Payment!

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