Record Cash and Check Payments

Use Record Payment for money collected elsewhere

Use Record Payment only after the group has collected cash or a check. Recording the payment does not move money, deposit a check, or create a Stripe charge.

When Dues are included, Simpli Dues updates membership standing and schedules the next renewal reminder. Initiative-only records remain non-dues contributions.

Record a payment

1. Open the group and select Record Payment.
2. Select an existing member, add a new member, or choose the non-member contribution path.
3. Choose Cash or Check and enter the payment date in Most Recent Payment.
4. Enter Dues, the Payment Tier when used, and any separate Initiative amounts.
5. For calendar/fiscal-year memberships, choose the available Term the Dues satisfy.
6. Review and submit the record.

Set the payment date and coverage

Most Recent Payment is the only date entered in Record Payment. Use the date the group received the cash or check.

Rolling memberships

Simpli Dues uses Most Recent Payment as the starting point for Dues coverage. If the member is already covered beyond that date, the new coverage begins on the first uncovered date so the member does not lose existing coverage.

Calendar/fiscal-year memberships

Select the Term the Dues satisfy. The Term determines the fixed start and end of coverage; the Most Recent Payment date does not change the selected Term's coverage dates.

Send a receipt or Member Edit Link

After saving, follow the link to the member or non-member detail page. From there, send the receipt or use Send Member Edit Link when appropriate and a usable contact email is available.

Prepare existing member data

Use Record Payment to enter individual cash or check payments already collected. Bulk import and address prepopulation are not self-service features. If your group has a large existing member list to add, contact Simpli Dues before entering those records manually.