Summary
Collecting and tracking payments is a key part of managing your membership database. Within Join It, there are several flexible options to help you collect payments and keep accurate records - whether payments are made online or offline.
Collect Online Payment
Join It makes it easy for organization admins to collect payments when adding or renewing memberships.
With the Send an Invoice feature, you can create an unpaid payment record and send the member a direct payment link via email. From there, the member can quickly complete their payment through Stripe checkout.
How to Collect an Online Payment
Open the member’s membership record
Click 'Add Payment'
Select 'Collect an Online Payment'
Then select 'Collect online'
Screenshot Description: Showing where to click the 'Add payment' button
Send an Invoice
This option allows you to request payment from new or renewing members. When used, an email is sent to the member with a direct link to their invoice, making it easy for them to pay.
To learn more about sending an online invoice, click here.
Screenshot Description: Showing the Send Invoice option
Record an Offline Payment
If a member pays outside of Join It (such as by check or cash), you can manually record the payment within their membership record.
When recording an offline payment, you also have the option to mark it as a Renewal. This will automatically update the membership status and extend the expiration date accordingly.
To learn more about recording offline payments, click here.
Screenshot Description: Showing how to record an Offline Payment
Related Resources


