Dues
Track membership dues and payments
Overview
The Dues module helps you manage membership dues collection. Create billing periods, assign dues to members, record payments, and track collection rates. The dashboard shows your current collection status at a glance.
Sub-Modules
Overview
The Dues Overview shows summary statistics: total dues expected, amount collected, outstanding balance, and overdue amounts. Quick stats help you understand your collection status at a glance.
Periods
Dues periods define your billing cycles:
- Period Name - e.g., "2026 Annual Dues" or "Q1 2026"
- Start/End Dates - When the period is active
- Due Date - Payment deadline
- Current Period - Mark one period as the current/active one
Member Dues
Assign dues to individual members:
- Individual Creation - Add dues for a single member
- Bulk Creation - Create dues for all or selected members at once
- Amount - Auto-filled from membership type or enter custom amount
- Late Fees - Add late fees manually when needed
- Waive - Partially or fully waive dues with a reason
Payments
Record payments against member dues:
- Payment Methods - Cash, Check, Bank Transfer, Credit Card, etc.
- Partial Payments - Accept payments less than the full amount
- Receipt Upload - Attach receipt images or PDFs
- Notes - Add payment notes for reference
- Auto-Transaction - Payments automatically create finance transactions
Dues Summary
Generate professional dues summaries for members:
- View Summary - Click any member dues record to see their complete dues summary
- Print/PDF - Print the summary or save as PDF using your browser's print function
- Email - Send the summary directly to the member's email address
- Professional Format - Includes organization branding, payment history, and balance
Access the Dues Summary button from the member dues detail sheet in the Member Dues tab.
Membership Types
Configure different membership tiers:
- Type Name - e.g., "Regular", "Student", "Premium"
- Dues Amount - Default dues amount for this type
- Description - What's included in this membership level
When creating dues, the amount auto-fills based on the member's membership type.
Dues Statuses
| Status | Description |
|---|---|
| Pending | Dues created but no payment received yet |
| Partial | Some payment received but balance remaining |
| Paid | Fully paid - no balance remaining |
| Overdue | Past due date with outstanding balance |
| Waived | Dues waived (partially or fully) by admin |
Typical Workflow
Important: You must create a Dues Period (billing cycle) first before you can assign dues to members or record payments.
- Create a Dues Period for your billing cycle (e.g., "2026 Annual Dues")
- Go to Member Dues and use bulk creation to assign dues to all members
- Mark the period as Current to highlight it on the Overview
- As payments come in, go to Payments to record them
- Use the Overview to monitor collection progress
Tips
- Set up membership types first to auto-fill dues amounts
- Use bulk creation at the start of each period to save time
- Payments automatically create transactions in the Finances module
- Upload receipts to keep a complete payment record
- Waive dues with a reason for auditing purposes
- Generate and email dues summaries to members after recording payments