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Running your association

Understanding the finance overview Setting up financial categories Charging members: single and bulk Setting up recurring dues Recording a payment a member made Editing, voiding or deleting a transaction (and undo)Running a levy campaign Donations and causes Penalties and automatic late fees Waiving a penalty Following up overdue members Member ledgers and statements Transaction and payment statuses

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Finance

Understanding the finance overview

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How it works

Why it matters

What you can do

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Exporting your member list

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Setting up financial categories

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How it works Why it matters What you can do

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