Collecting cash from members
Open a collection, write a receipt for each member, then close it.
Use a collection whenever you take cash from members — at a meeting, or on any day.
Before you start
- You need the collect cash permission.
- Cash must be enabled under Enabled Channels in Payment settings.
- The member must be on the system. Their charges, savings account, welfare funds and loans are what you can take cash against.
Open a collection
Write a receipt
The member is credited at once and gets a notification (and an email if they have one). One receipt can cover several items.
If it says “Not saved”
The receipt didn't reach the server. Select Not saved — Retry. Retrying is safe: it never credits the member twice. If it says part of this receipt was saved, open the collection and check which payments are listed before taking more.
Void a mistake
While the collection is still open, another officer with the verify permission can open the receipt and select Void, giving a reason. The member's balance goes back as it was and they are told why. You can't void a receipt you took yourself, and a loan repayment can't be voided here.
Close the collection
When you have finished taking cash, select Close collection. This fixes the receipts so the total can be lodged. You can't add or void receipts afterwards.
What happens next
Lodge the cash into the bank.
Related
Last updated 24 October 2026