Parful Clubs help

Charge membership dues and mark them paid

Dues are run from the Dues tab in People. Payments are recorded on the member or on the Owed tab in Money.

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Before you start

Give each category its Annual dues price on the Divisions & categories tab.
In Settings, on the Billing & payments tab, the Membership year & dues card sets when the year starts, the Dues due by date and the reference code. Bank details added there show members how to pay.

Open People, then Dues, and choose Open renewals (it shows the year).
Check the list of who will be charged, the total and who is skipped.
Confirm. Every active member is charged their category price. Exempt members and categories with no price are skipped.

Open the member and choose Record payment, or tick them on the roster and choose Mark paid.
Pick the charge, enter the Amount and Method (Cash, Cheque, Bank transfer or Other), and choose Record payment.

They show as Paid, or Part paid if something is still owed.

The Dues tab counts Unpaid, Part paid, Paid and Exempt. Select a count to see who, tick them and use Set status to mark non-payers Lapsed.
Reminders go out 14 days and 3 days before the due date, and again when overdue.
For honorary or life members, tick Exempt from dues (honorary / life) on their page, or use the Dues menu on the roster bar.

Money and paymentsWhat members can pay for by cardOnce Stripe is connected, members and visitors can pay by card for anything sold through the Store.
Money and paymentsThe Money page and recording a cash or cheque paymentMoney keeps one ledger for the club: entry fees, dues, store sales, sponsor money and refunds, whether paid by card or by hand.
Money and paymentsConnect Stripe so the club can take card paymentsCard payments go through Stripe and are paid into the club's own bank account.