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.
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
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 is the bill created on assign/renew; a payment is money recorded against that bill; a receipt is proof of a payment.