Home / Solutions / Treasurers
Treasurers issue dues, members pay online by card or bank transfer (or opt in to autopay), and each balance updates once the payment provider confirms the payment. After payout setup, funds go to the chapter's connected account, separate from software billing, with budgets, reimbursements and reports in the same Finance workspace.
Collect dues online instead of chasing payments.
Give members visibility into their own charges.
Keep payment records and subscription records separate.
01
Members pay their own balance from their phone by card or ACH, with any service fee shown before they pay. Opt-in autopay adds consent, caps and advance notices. After setup, payouts go to the chapter's own connected account on the provider's schedule; bank transfers show as clearing until they settle.
02
Plan each term by category and compare it with approved spending. Members submit expenses with private receipts; officers approve or deny, then record the outside payback. Spending, paid-back and still-owed amounts are shown separately, and a budget is never shown as bank cash.
03
A treasurer overview shows dues collected for a chosen date range or term, what is outstanding and overdue, outside payments to review and money owed to members, with charts and drill-downs. A searchable activity register and CSV exports come from the same records. Reports are not bank-synced or a full accounting system.
04
Create semester or term charges with descriptions, due dates and member-level balances.
05
Review open, paid, adjusted and refunded states according to the chapter's configuration.
06
Members can see their own relevant dues information without seeing unrelated chapter finances.
07
Online card, ACH and optional autopay depend on connected-account and method readiness. Current checkout is test mode and live automatic debits are off. Offline records remain available.
01
Define what is owed and when.
02
Review who has open charges and what changed.
03
Use records for chapter follow-up and leadership review.
