Obligations are shown so administrators and ensemble members can view their balances online at any time. Detailed financial obligations include the amount owed, the year it applies to, and any notes added by the administrator. The information is instantly available to members when they sign in.


Administrators screen view

Administrators manage and log obligations using the Financials menu.


Top Buttons

Record Payment - Log a payment received

Printer icon - Print a statement

Email Statement - Email a copy of the statement



Obligations/Debits section

Account - Description of the obligation

Date Assigned - Date the obligation was assigned to the member

Amount - Total amount of the obligation

Paid - Amount that has been paid towards the obligation

Balance - Remaining amount due for the obligation

Adjust button - Change the total amount due for the obligation

Delete button - Remove the obligation from the member



Payments/Credits section

Account - Description of the obligation

Date - Date payment was received

Amount - Amount of payment received

Method - Type of payment (credit card, cash, fundraising, etc.)

Adjust button - Change the payment amount received for the obligation

Delete button - Remove the payment from the obligation



Totals

Total Payments/Credits - Total amount of payments collected for all obligations

Current Balance - Total outstanding amount due for all obligations



Members screen view

Members can view their financial obligations from the dashboard/profile view.


Top buttons

Statement (PDF) - Download and print statements of all obligations

Make Payment - Make online payments for outstanding obligations.


Financial Obligations section

ObligationsAccount - Description of the obligation

Date Assigned - Date the obligation was assigned to the member

Amount - Total amount due for obligation

Paid - Total amount paid against the obligation

Balance - Remaining balance due

Total Obligations - Total amount of all obligations for member


Payments section

Payments: Account -  Description of the obligation

Date - Recorded date of the payment received from the member

Payment/Credit - Amount received

Method - Type of payment (credit card, cash, fundraising, etc.)

Total Payments/Credits - Total amount of payments paid for all obligations