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Managing finances for circle members
Managing finances for circle members

Learn how to make payments on behalf of your circle members and how to view their finances

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

If a circle member has given the permission to manage their finances, you will be able to make payments on behalf of this member and view their financial transactions.

Making payments for circle members

To make a payment for a circle member:

  1. Go to the Account page

  2. Click on Make a payment

  3. Select the transactions you wish to pay for

  4. Click Next to continue with your payment

Viewing the finances of your circle members

To view the finances of one of your circle members, go to the Account page and select the name of the circle member from the menu:

This will display the transactions, payments and account credit details of that member. You will be able to download their invoices and receipts.

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