Creating transactions for multiple members

Charge multiple members at once by creating the same transaction for all or specific members

Lauren Hose avatar
Written by Lauren Hose
Updated over a week ago

Creating a transaction for multiple members

To create a new transaction, go to your Transactions in the Finance module and locate the green plus button in the bottom right corner of the screen. The button’s icon will turn into a dollar icon when you hover over it:

In the create transaction dialog that appears, you’ll be presented with three options to choose from:

You can use either of these options to create a new transaction for multiple members, each option can be used for different scenarios.

Finding members by name

With the first option, Find by name, you can find members by typing their name. As you type, a list of matching members will appear for you to choose from. This is useful if you just need to create a transaction for a few specific members. You can select as many members as you want this way.

Selecting members from a list

With the second option, Select from list, you can choose which members to create a transaction for using an alphabetically sorted list. Simply tick the checkbox in front of the member’s name to include them in the list. This is handy if you are working off another list or spreadsheet and if you need to create a transaction for many specific members.

All active members

The last option, All active members, allows you to create a transaction for all members that aren’t archived. This is useful if you want to charge all your members a certain generic fee.

Saving the transaction

Once you’ve selected the member you want to create a transaction for, press Next and fill out the rest of the transaction details as needed. You can choose to send all the members an email to notify them of the transaction, or have the amount be deducted from their account credit if they have any available:

When you’re done, press Save to create the transactions. The new transactions will show up as separate transactions for each member.

Further reading

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