The Membership Dues Received section of the Pledges & Receipts Query screen displays all membership dues payments that have been received. You can use filters to narrow down the list. See Working with Filters for more details.
To access a specific dues payment, click the hyperlink in the Date column. From there, you can view and edit the dues payment as well as view and print the Membership Dues Receipt.
To view the contact record, click the contact's name in the Received From column.
New Record: Creates a new dues payment. Click "New Record" and fill in the required information. Then click "Save" to create the record. Note: Membership Name must be populated on a contact record in order to be able to add dues payments.
Export to CSV: Creates a Comma Separated Value (CSV) file, which you may open in Excel. The file will include all of the records and fields in the Browse Grid. Use the Filter Section to narrow the list if needed. Use the Options Section to change the fields included in the export.
Email or Print Dues Receipts: Allows you to email or print to PDF the Membership Dues Receipt for each dues payment displaying in the Browse Grid. You may also print mailing labels. Use the Filter Section to narrow the list if needed. For more information about the Membership Dues Receipt, see Pledge & Receipts Letter Templates.
Print: Prints the list of all records appearing in the Browse Grid. Use the Filter Section to narrow the list if needed. Use the Options Section to change the fields included in the printout. The list will be previewed before printing. You may choose to send it to a printer or save as PDF.