Skip to main content
The Fees module handles collection and tracking of membership fees, subscriptions, and payments. Track who has paid, manage renewals, and maintain financial records.

​
How to access

Sidebar → Fees Or: Settings → Fees → Module Settings

​
Prerequisites

Fees must be enabled and Stripe connected:
  1. Enable Fees module: Settings → Fees → Module Settings
  2. Connect Stripe: Settings → Fees → Stripe Integration
  3. Create fee product: Settings → Fees → Products

​
Fee Dashboard

The Fees dashboard shows:
  • Overview - Payment statistics and totals
  • Payment List - All payments with filters
  • Pending - Payments awaiting action
  • Subscriptions - Active recurring subscriptions

​
Payment Statuses

StatusDescription
OpenPayment initiated but not completed
SuccessPayment completed successfully
Pending AcceptManual payment awaiting admin approval
RefundedPayment has been refunded
CanceledPayment was canceled

​
Viewing Payments

​
All Payments

Fees → Payments View all payments with filters:
  • Status (success, pending, etc.)
  • Product/fee type
  • Member
  • Local Center
  • Date range
  • Amount range

​
Member Payment History

Members → Select member → Payments tab View a specific member’s complete payment history.

​
Manual Fee Recording

For payments received outside Stripe (cash, bank transfer):
1

Navigate to Fees

Go to Fees in the sidebar.
2

Click Record Payment

Select Record Manual Payment.
3

Select member

Choose the member the payment is for.
4

Enter details

Select fee product, enter amount, and add notes.
5

Save

Payment is recorded and member’s fee status updates.

​
Fee Periods

Fees can be tracked by period:
​
periodStart
datetime
Start of the membership period this payment covers.
​
periodEnd
datetime
End of the membership period this payment covers.
This allows tracking fee status for specific periods (e.g., “Paid for 2024”).

​
Member Fee Status

Each member has a fee status:
StatusDescription
PaidCurrent period fee is paid
PartialSome amount paid, but not full fee
UnpaidNo payment for current period
ExemptMember is exempt from fees
ExpiredFee period has expired

​
Fee Reminders

Send reminders to members with unpaid fees:
  1. Go to Fees → Unpaid
  2. Filter by period or member group
  3. Select members
  4. Click Send Reminder
Customize reminder email content in Settings → Emails → Templates.

​
Subscriptions

​
Active Subscriptions

View members with active recurring subscriptions: Fees → Subscriptions Shows:
  • Member name
  • Subscription product
  • Amount and frequency
  • Next billing date
  • Payment method

​
Subscription Management

For each subscription:
  • View payment history
  • Cancel subscription
  • Update payment method (by member)

​
Member Self-Service

Members can manage their own subscriptions:
  • View subscription status
  • Update payment method
  • Cancel (if allowed)
  • View billing history

​
Fee Reports

​
Export Payments

Export payment data for accounting:
  1. Go to Fees → Payments
  2. Apply filters as needed
  3. Click Export
  4. Download CSV or Excel

​
Fee Statistics

View fee collection metrics:
  • Total collected (period/all-time)
  • Collection rate
  • By payment method
  • By Local Center

​
Fee Assignment

​
Mandatory Fees

Make fees mandatory for membership: Settings → Fees → Module Settings:
​
isMandatory
boolean
Require fee payment for full membership access.
When mandatory, members must pay fees before accessing certain features.

​
Fee by Member Type

Different fees for different member types:
  • Create separate price tiers per member type
  • Or create separate products for each type

​
Bulk Operations

​
Bulk Payment Recording

Record payments for multiple members:
  1. Go to Fees → Bulk Actions
  2. Upload CSV with member IDs and amounts
  3. Review and confirm
  4. Payments recorded

​
Bulk Reminders

Send reminders to all unpaid members:
  1. Go to Fees → Unpaid
  2. Select all (or filter first)
  3. Click Send Reminders

​
Refunds

​
Issuing Refunds

To refund a payment:
  1. Find the payment in Fees → Payments
  2. Click the payment to open details
  3. Click Refund
  4. Enter refund amount (full or partial)
  5. Confirm
Refunds are processed through Stripe. Ensure your Stripe account has sufficient balance.

​
Local Center Fees

If Local Centers collect their own fees:
  • Each Local Center can have its own fee products
  • Payments go to Local Center’s connected Stripe account
  • Reports available at Local Center level
See Local Center Fees for setup.

​
Best Practices

Document what’s included in membership fees and communicate to members.
Send reminders before fee due dates, not just after.
Offer both one-time and subscription options when possible.
Record manual payments promptly to keep member status accurate.
Regularly reconcile Orgo records with your bank/Stripe statements.

​
Troubleshooting

Check if payment was linked to correct member. Search by payment ID or date.
Ensure payment period dates are correct. Status depends on current date vs period.
Check Stripe for card issues. Member may need to update payment method.
Verify Stripe balance. Check Stripe dashboard for error details.