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Use a Wallet Balance to Pay a Dues Item Invoice

For Admins

If a Member asks you to credit their Wallet balance funds toward an amount due on an invoice for a dues item, process this as a standard manual payment, and select the Wallet as the source of the payment (instead of a check or other sources).

  • Note that Member Wallet and Household Wallet one-off invoices DO NOT appear in the “Dues and Fees” section of your Admin Dashboard. Instead, you will find these one-off invoices on the “MEMBER DETAILS” window’s “MEMBER HOUSEHOLDS” section (for Household Wallet one-off invoices) and in the “MEMBER DUES” section (for Member Wallet one-off invoices). In the “Actions” column, click on the “Mark Payment” icon to void the one-off invoice or mark it paid with Member Wallet or Household Wallet balance funds, as appropriate. For information on how to mark an invoice as paid, please see the “Mark Payments on Dues and Fees” topic in the “Dues and Fees” section of these instructions. This article describes the process of voiding regular dues invoices, but other than the window you access to perform the procedure, it is the same for Member and Household one-off invoices.
  • For regular dues item invoices (not Wallet one-off invoices) use the “Mark Payment” process from “DUES & FEES.” Each dues item summary includes a “Mark Payment” icon. The “MAKE PAYMENT” window enables you to apply card, ACH, and Wallet balance funds toward the amount due. For information on how to mark an invoice as paid, please see the “Mark Payments on Dues and Fees” topic in the “Dues and Fees” section of these instructions.
  • Note that if the Wallet balance is less than the amount due, you can credit a partial payment if the dues item is set up to accept them. For information on how to set up a dues item to accept partial payments, please see the “Create a New Dues and Fees Item” topic in the “Dues and Fees” section of these instructions.

For Members

Members can use a Wallet balance to pay invoices for dues items. Note the following important points about Wallet balances.

  • Members cannot pay a Member dues item invoice with a Household Wallet balance, or a Household dues item invoice with a Member Wallet balance. To switch a balance between the two Wallets, the Member must ask a community administrator to void the balance from one Wallet and add it to the other Wallet in a separate transaction.
  • If you have more than one Household Wallet, remember that you will need to pay a Household invoice with the Household Wallet for the Household that was invoiced.
  • Even if the Wallet balance amount is sufficient to pay the full amount of an invoice, a Member must add a regular payment method (credit/debit card or ACH account) to use Wallet funds for payment.
  • Payments made using Wallet balance funds are not subject to transaction fees. The funds are applied directly to the amount due with no need for transaction processing, so no transaction processing fees are added to the payment.
  • If a dues item accepts partial payments but the Member’s applicable Wallet balance is less than the amount due, the Member can split up the payment—but it must be made as two separate payments: One with a card or ACH, and another with Wallet balance funds. These transactions can be made in either order.

From the Mobile App or Member Portal

Mobile App access

  1. Log in to the app on your mobile device.

Member Portal access

  1. Load your website and click on the “Login” link at the top right of any page.
  2. Enter your e-mail address and password.
  3. Click on the “LOG IN” button.
  4. Click on the “Hello, [Your NAME]” dropdown menu at the top right to open it, and choose “Member Portal.” If you do not see a “Member Portal” item in this menu, please use the separate instructions for payments on your website. NOTE: If your site is set up to log straight in to the Member Portal, you do not need to access the “Hello, [Your Name]” dropdown menu to access the Member Portal.

Payment process

  1. Locate and tap or click on the button that loads your Payments feature. It may be called “Payments,” “Pay Dues,” “Online Payments,” etc.
  2. On the Payments window, locate the dues item you want to pay and tap or click on its “Pay” button.
  3. In the “Make a Payment” window that opens, choose an existing payment method. For instructions on how to add a payment method, please see the “If you chose ‘Card'” or “If you chose ‘ACH'” section of the “How to Set Up a Payment Account and Pay an Invoice or a One-Time Charge in the App” topic.
  4. Once you have added and selected a payment method, activate the checkbox for “Use [Wallet Name].”
  5. If multiple invoices are listed, activate the checkbox in front of each invoice that you want to pay together.
  6. If this dues item accepts partial payments, tap or click in the “Payment Amount” box and enter the amount of your payment. NOTE: You cannot make a partial payment if you have selected more than one invoice to pay at the same time.
  7. If this is a recurring invoice (one you receive every month, quarter, year, etc.), activate the “Enroll in Autopay” toggle switch to the right to activate this feature. Note that the system will use your regular payment method (i.e., your credit/debit card or ACH account) for your future payments through autopay because the Wallet is set up to provide individual payments, not recurring ones.
  8. To complete the payment process, tap or click on the “Make Payment” button.
    • To cancel the payment process, tap on the “<" to the left of "Make a Payment" at the top of the window.
    • You will receive an e-mail message that acknowledges your payment.

From your community’s public site

  1. Load your website and click on the “Login” link at the top right of any page.
  2. Enter your e-mail address and password.
  3. Click on the “LOG IN” button.
  4. Locate and load the page on which you make payments. It may be called “Pay Dues,” “Payments,” “Online Payments,” etc.
  5. Locate the dues item you want to pay.
  6. If you have not already added a payment account, click on the “Add Account” link to do so.
  7. In the “MANAGE PAYMENT METHOD” window that opens, set the “Select Payment Type” radio buttons to “Card” for a debit or credit card, or to “ACH” to pay directly from a bank account.

If you chose “Card”—

  • Enter the card number into the “Card number” box. Do not add spaces between groups of digits. The entry box automatically displays the card number as digit groups.
  • Once you enter the card number, your cursor automatically advances to the date portion of the box, labeled “MM/YY.” Enter the expiration date for your card, with two digits for the month and two digits for the year.
  • Once you enter the expiration date, your cursor automatically advances to the security code portion of the box, labeled “CVC.” Enter the three-digit code, typically shown on the back of your card.
  • Once you enter the CVC, your cursor automatically advances to the ZIP Code/Postcode portion of the box, labeled “ZIP” or “Postcode,” depending on whether your payment card is set up in or outside the US. Enter the five-digit ZIP Code or six-character Postcode for the card’s billing address. NOTE: All the portions of the payment data entry must match the equivalent values on your actual payment account as you have set it up with your financial institution. If any of the data are not correct, you will need to correct errors to finish entering your payment card data.
  • Click on the “add card” link to add the card information so you can use it to pay this invoice.
  • Once you add the card, it appears below the title of the “MANAGE PAYMENT METHOD” window with a radio button in front of it. Activate this radio button to use the card for your payment.
  • To complete the process of setting up your payment method, click on the “Select Payment Method” button.
    • To cancel the payment method setup, click on the “Cancel” button, click on the “X” at the top right corner of the window, or press the “Esc” key on your keyboard.
    • If this is a recurring dues item that invoices you every month, quarter, etc., you can activate the “Enable Autopay” checkbox at the bottom left of the “MANAGE PAYMENT METHOD” window to set up autopay for this dues item.

    If you chose “ACH”—

    Set up your ACH payment account on your website or Member Portal.

    To make your payment—

    1. On the Home screen, tap on the “Payments” button.
    2. On the “Payments” window that opens, scroll through the horizontal list of payments until you find the one you want to pay. Tap on the “Pay” button to select the item.
    3. Once you have selected a payment method, activate the checkbox for “Use [Wallet Name].”
    4. In the “MAKE PAYMENT” window that opens, activate the checkbox in front of the invoice you want to pay. If multiple invoices are listed, click on all of the checkboxes that correspond to invoices you want to pay together.
    5. If this dues item accepts partial payments, click in the “Payment Amount” box and enter the amount of your payment. NOTE: You cannot make a partial payment if you have selected more than one invoice to pay at the same time.
    6. To complete the payment process, click on the “Make Payment” button.
      • To cancel the payment process, click on the “Cancel” button, click on the “X” at the top right corner of the window, or press the “Esc” key on your keyboard.
    7. You will receive an e-mail message that acknowledges your payment.