How to Record an Offline Quickpay Payment

You can accept cash and checks for payment and still record that information online to maintain your online accounting. 

  1. Hover over Invoices on the left-hand navigation bar
  2. Select Record an Offline Quickpay Payment
  3. Check the box beside the member you're recording the payment for
  4. Click Save & Continue
  5. Enter the payment details:
  • Locate dues level member paid on.
  • Enter total payment at top & received shown
  • Date of payment
  • Payment Method (Cash, Check, Other)
  • Add Memo/Note (Optional)



  1. Click Save & Record Payment to finish 

How Do I Invoice My Joined Members?

  1. Hover over Invoices on the left navigation bar, and click Add a QuickPay Charge
  2. Name your charge (Example: "Membership Dues 2015")


  1. Choose a Charge Type:
  • Fixed: one exact amount (Example: $10)
  • Open: payer can choose how much they want to pay (Example: donations)
  • Multi-choice: payer can choose one of multiple options (Example: kids membership, parent membership, family membership)
  1. Select a Billing Date and a Close Date
  2. Select members for your charge: check members from your list, choose a distribution list, add new members, or apply charges to all members
  3. Click Next
  4. Send an email announcement

You can skip this step by un-checking the box at the top.

  • Your email will include a direct button for each member to pay their charge
  • Customize the subject line and body text by hovering the mouse and clicking Edit


  1. Click Save and Finish below


Manage your invoices

When creating a QuickPay request, you have many options to customize your request for you members. Here are the options you have, including QuickPay advanced options:

  1. Click Invoices on the left navigation bar
  2. Select Manage Quickpay Charges
  3. Click directly on the charge name under Description
  4. Here you'll be able to manage all aspects of your QuickPay, including additional features were not displayed in the building process:
  • Schedule an email about this charge
  • Select a bank account for funds to be deposited to
  • Customize your payment alerts (get notified when a member pays)
  • Add a thank-you message (members will automatically receive this email upon submission of payment)
  • Edit more charge settings
    • Enable members to make partial payments
    • Show/hide the decline button - payer may decline the charge
    • Auto-assign the charge - charge is NOT automatically assigned to new members unless enabled
  • Manage recurring payment options
  • Create a Pay Now button for email campaigns


The right side column also includes some notable additional options, including:

  • View reports - view your payments received for this particular QuickPay charge
  • View email history - view when you last sent an email charge request
  • Add more recipients - assign additional members manually to receive this charge
  • Send a reminder email - this option lets you send to all members who have not yet paid (including those who have already been notified), or to just members who have not yet been notified of their charge
  • Record an offline payment (cash/check)
  • Close charge - members will no longer be able to view or pay for this charge once closed


How to Send an Invoice Email Reminder

Invoice or QuickPay reminder emails are a fast way to keep members aware of an amount due. 

    1. Hover over INVOICES on the left-hand navigation bar
    3. Click on the invoice you're sending a reminder for
    4. Click on SEND A REMINDERquickpay_reminder_1.png


  1. Make sure reminder is correct, and add any additional subject line text you wish




  1. Click SEND NOW

NOTE: the email will only go to members that have an open charge. Admins only need to send a reminder on the main charge they have (Example: Membership or Local dues). If they have an optional donation amount they do not need to send a reminder email since this will be included on their dues page.

Glossary - Invoice Your Joined Members


QuickPay: invoicing to collect and manage payments from members.