Payments
Collect membership payments, chase dues, and track expenses
Payments cover membership invoices, collecting money, chasing dues, expenses, and online payment links.
In Okfit, money for memberships lives under Income & Expense. You create an invoice when you assign or renew a membership, then collect full or part payments on the member profile. Use Member Payments Due to follow up and send payment links when Razorpay or Stripe is connected.
Typical flow
Assign or renew a membership (creates the invoice)
Collect cash/card on the member profile, or send a payment link
Chase balances from Member Payments Due
Review invoices, payments, and expenses in reports
What you can do
Task | Where in Okfit |
|---|---|
Member Payments Due | Income & Expense → Member Payments Due |
Payments Report | Income & Expense → Payments Report |
Invoice Report | Income & Expense → Invoice Report |
Add Expenses | Income & Expense → Add Expenses |
Expense Report | Income & Expense → Expense Report |
Accept Payment | Member Profile → Details → Accept Payment |
Online gateways | Account Settings → Online Payment Gateway |
Invoice vs Payment receipt:
Invoice is the bill created on assign/renew; a payment is money recorded against that bill; a receipt is proof of a payment.