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Recording an Offline Payment

Record a payment on behalf of a member who pays outside of online checkout, such as by paper check.

Sometimes a member can't pay online or prefers not to. In these cases, administrators can record the payment on their behalf.

Who can use this: Board level users, and Custom User Roles on the Premium plan.

Paying by check after December 14, 2026: Check is no longer offered as an online payment option for members, but you can still accept paper checks. Record them using this tool, or on an open order using Recording Check Payments on a Pending Order.

How to Record an Offline Payment

  1. Open the Offline Payment tool

    Go to Member Splash Menu > Finances > Offline Payment.

  2. Search for the member's account

    Search by Last Name, Account #, or Legacy Account #.

    Results show account details such as Account #, Account Type, Billing Contact, Email, Address.

  3. Select the account

    Click the member's account. If your search returns more than one result, a confirmation card shows which account you selected so you can make sure you're recording the payment for the right member.

  4. Choose what the payment covers

    Select an open invoice if one exists or choose the product the account is paying for.

    Note: Partial payments aren't supported in this tool. The full amount must be paid.

  5. Select the payment type

    Depending on your settings, options may include:

    • Credit or Debit Card

    • ACH (if enabled)

    • Check

    • Comp

    • Manual Credit Card

    • Admins can check the box to skip the processing fee.

    Tip: If you're recording a no charge order, select any payment method. It will be ignored on the next screen, and you can submit the order without payment.

  6. Review and submit the order

    Your selected account appears at the top of the screen. What you complete next depends on the payment type you chose:

    • Check: Enter the check number and amount. Check the box if you'd like to send the member a confirmation email.

    • Credit or Debit Card: Enter the member's card details on the payment screen.

    • Manual Credit Card: Use this to record a card payment taken outside Member Splash. The member's billing information is filled in from their account. Enter the Payment Date, Time, and Transaction ID from the card payment.

    If you need to make changes, edit the order and the full results table reappears with your selection saved. When everything looks right, click Submit Order.


After You Submit

  • Any post payment actions linked to the product run automatically.

  • The order appears in the member's Order History.

  • The payment is included in your financial reports.

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