Member Guide
Admin
- Members
- Groups
- Collections
- Expenses
- Communications
🗳️ Create a charge type
To create a charge type, navigate to Collections > Charge Types in the navigation sidebar.
Next, click + Add in the table toolbar.

- Set the charge type name such as Fall 2025 dues, Formal 2025, etc.
- Set the charge type amount
- Set the due date of the charge type
- Set the late fee of the charge type, to be automatically applied if there is an outstanding balance on the due date
- Set the visibility
- Shareable payment links let you send a link to your chat, in the format share.mygreek.us
- For shareable links, members can search their name to pay without logging in.
- Click Create once finalized
✏️ Edit a charge type
To edit a charge type, navigate to Collections > Charge Types in the navigation sidebar.
Next, click the edit icon in the row of the charge type you would like to edit.
Here, you can edit the:
- Name
- Due Date
- Amount
- Late Fee
- Visibility (Private / Public)
🔍 View a specific charge type
To view a charge type, visit Collections > Charge Types in the sidebar navigation.
Next, search for a charge type by name and click the name in blue to view the individual page.
From this page you will see:
- Aggregate information such as:
- Total Charges Sent
- Total Amount Billed
- Amount Paid
- Amount Outstanding
- Per-charge information such as:
- Member
- Amount billed
- Outstanding amonunt
- Status (paid/unpaid/overdue)
- Payment Plan Status
- None in gray means no plan, no outstanding balance
- None in red means no plan, outstanding balance
- Pending member review means member must approve plan
- Pending admin review means admin needs to approve plan
- Rejected means a plan was submitted and rejected, and no plan has been proposed since
- Date created
- Due date
- View button to view transaction history and general information on a member’s charge