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.

1. Set the charge type name such as Fall 2025 dues, Formal 2025, etc.
2. Set the charge type amount
3. Set the due date of the charge type
4. Set the late fee of the charge type, to be automatically applied if there is an outstanding balance on the due date
5. Set the visibility
   1. Shareable payment links let you send a link to your chat, in the format share.mygreek.us
   2. For shareable links, members can search their name to pay without logging in.
6. 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