The “MANAGE MEMBER WALLET” window itemizes the history of positive balance items added to a Member Wallet and payments made on Member dues with Member Wallet funds. These payments can include Admins’ use of Member Wallet funds to mark invoices paid through the Admin Dashboard, as well as Members’ use of Member Wallet funds to pay invoices online.
Access this window from
Membership > Members > [Name of Member] > ACTIONS > Manage Wallet
or from
Membership > Members > [Name of Member] > ACTIONS > View Member > Member Dues > View Wallet
- Each transaction displays a Transaction ID, Name, Amount, and Date Added. The Notes column shows optional comments that Admins can add to a Member Wallet transaction when they record or import it, or that the system applies automatically to certain types of transactions.
- Values shown in parentheses are negative amounts that represent payments.
- A transaction labeled “Autogenerated on use of wallet balance” in the “Notes” column represents a dues payment that the Member made with Member Wallet funds.
- A transaction labeled “Admin Created Transaction” represents a payment that an Admin recorded using Member Wallet funds.
- A transaction that appears in the list but is crossed out is one that an Admin has voided. Each voided transaction displays a rectangular red icon with the word “VOID” across it in white letters.
To view a transaction—
- Locate or search for the transaction you want to view. (For information about how to search for a Member Wallet Transaction, please see the “Search for a Member Wallet Transaction” topic in these instructions.)
- In the “MANAGE MEMBER WALLET” window’s Actions column, click on the three-dots menu and choose “View Transaction.”
- In the “VIEW TRANSACTION” window that opens, review the transaction name, amount, and any (optional) notes entered to provide more information.
- To close the “VIEW TRANSACTION” window, click on the “Done” button, press the “Esc” key, or click on the “X” in the top right corner of the window.