Collect Membership Fees & Manually Add Paid Members

PTOffice allows your organization to collect membership fees via credit card, cash or check. Credit card payments will go directly to the processing account your organization is connected to.

Cash and check payment require an extra step as you will need to mark contacts as PAID once you receive the actual payment.

PEOPLE WHO PURCHASED ONLINE WITH CASH OR CHECK: Here's how to mark those people as PAID once you receive the actual payment:

1. LOGIN to PTOffice
2. Choose CONTACTS from the hamburger menu in the upper left-hand corner
3. Click on the Fee Name under the Groups menu on the left side - denoted with an appended (fee) to the Group/Fee Name
4. Find the payer record needed and click the three dots to the right of the payer record
5. Choose MARK AS PAID from the sub-menu shown

MANUALLY ADD SOMEONE AS PAID: Here's how to manually add someone who didn't submit their payment online and simply handed you a payment (cash or check):

1. LOGIN to PTOffice
2. Choose CONTACTS from the hamburger menu in the upper left-hand corner
3. Select the people you'd like to set as PAID and then click the three dot menu option along the right hand side of any of the contacts selected.
4. Choose the Add to Group > Add All Selected (or Individual if only one contact selected)
5. Select the Fee Group name you wish to add the contacts to
6. Scroll to the bottom of the Assignee column and click within the column and choose the people you wish to mark as PAID.
7. All manually added Contacts will be added to the Fee Group and marked as PAID with CASH