Sometimes a member may not be able (or prefer not) to pay online. In these cases, administrators can record the payment on their behalf.
NOTE: This feature is only available to Board level users or Custom User Roles created in the Premium plan.
Video Tutorial of Offline Payments:
How to Record an Offline Payment
Navigate to the Offline Payment Tool
Go to Member Splash Menu > Finances > Offline Payment.
Search for the Member Account
You can search by Last Name, Account #, or Legacy Account #.
These search options can be configured under Member Splash Settings > Payment Settings.
The results will display account details such as Account #, Account Type, Billing Contact, Email, Address, and Legacy Account #.
You can customize which columns are displayed.
Select the Account
Click on the member's account to begin the offline payment process.
NEW: When multiple search results appear, a confirmation card will display showing which account you've selected, making it easier to verify you're processing payment for the correct account.
Choose What the Payment Covers
Select an open invoice (if one exists), or
Choose the product the account is paying for.
NOTE: Partial payments are not allowed or offered through this tool. The full amount must be paid.
Select the Payment Type
Available options may include:Credit or Debit Card
ACH (if enabled)
Check
Comp
Manual Credit Card
Admin-only option: Check the box to skip the processing fee.
Tip: If you are recording an order with no charge, select any payment method. It will be ignored on the next screen, and you’ll be able to submit the order without payment.
6. Confirm the Order
NEW: Only your selected account will appear at the top of the screen, eliminating confusion about which account is being processed.
If you need to edit the order, the full results table will reappear with your previous selection preserved.
Click Submit Order to finalize.
After Submitting the Order
Any post-payment actions linked to the product(s) will run automatically.
The order will appear in the member’s Order History.
It will also be included in your financial reports.