Glossary
The terms MyGreek uses, defined in plain words, A to Z.
The words MyGreek uses on screen, A to Z. For what each status label means, see Statuses.
A
Academic calendar: your chapter's terms (for example, Fall and Spring) and their dates, set on the Academic Calendar tab of My Chapter. Budgets and charge types can be tied to a term. See Academic calendar.
Account credit: money a member has on their account that isn't tied to a charge yet. MyGreek uses it automatically on their open charges, earliest due date first, and on new charges. See Add or remove account credit.
Accruing: a payout that is still open and collecting payments. It closes, gets approved and is then sent to your bank. See How payouts work.
ACH return: when a bank sends back a bank (ACH) payment after it first looked successful, for example because the account was closed or didn't have enough money. The payment changes to Failed and the amount is owed again. See ACH returns and disputes.
Active / Inactive: a yes/no setting on each member, labeled Active. Turn it off for someone who stays on your roster but isn't taking part right now. Only New Members and active Members get an invite when they're added. See How your roster works.
Adjustment: a change that lowers the amount of a charge itself, for example to correct a charge sent for the wrong amount. Unlike a credit, it changes what the charge was for, not just what's left to pay. See Make an adjustment.
Admin: a chapter officer with full access to the chapter in MyGreek. Admins are managed on the Admins tab of My Chapter. See Add or remove an admin.
Admin tab: the tab in the MyGreek mobile app, shown only to admins, with payment plans, reimbursements, taxes, store, groups and announcements. See Use the MyGreek mobile app.
Admin-proposed plan: a payment plan an officer proposes to a member, shown as Requires Member Approval. The member has to accept it before its first payment date or it expires. See Propose payment plans.
Aging report: a report that groups unpaid charges by how long they've been past due. Current means not past due yet (including due today); the default buckets end at 30, 60 and 90 days. See Aging report.
Archived charge type: a charge type you've archived. Its plans are canceled, what members owe on it is removed from their balances, and it can't be paid. See Archive or restore a charge type.
Archived member: a member you've removed from your roster with Archive Member. They can't log in, stop getting bills and reminders, and their open payment plans are canceled. Admins can restore them from the Archived Members tab of My Chapter. See Archive a member.
Auto-approve date: a date you set so custom payment plans that finish by then are approved without review, chapter-wide or per charge type. See Approve payment plans.
B
Balance: the total a member still owes across all their charges. Members see it on My Balance; officers see every member's on Balances.
Balances report: a report that groups members by how much they owe; the default thresholds are $250, $500, $750 and $1,000. See Balances report.
Billed: the total amount charged to members, after adjustments. Shown as a total on Payments and on each charge type.
Budget: planned income and spending for your chapter, by category, usually for a term. See Budgets.
C
Catch-up payment: when a member joins a payment plan late, installments whose dates have already passed are combined into one catch-up payment, charged on the next daily billing run. It's shown with a Catch-up tag. This only happens if the payment schedule allows it. See How payment plans work.
Charge: one amount a specific member owes, such as Jane's Fall Dues. Charges are made from a charge type. See Charge members.
Charge type: the template for something your chapter bills, such as "Fall Dues", with a default amount and due date. You create a charge type once, then send charges from it to many members. Charge types are listed under Charges. See Set up charge types.
Chargeback: another name for a card dispute.
Cleanup tab: the Cleanup tab on Members, which lists members whose type or status looks out of date, with a suggested fix for each. It doesn't find duplicates or archive anyone. See Use the Cleanup tab.
Collected: the total of members' successful payments plus credits. Shown as a total on Payments.
Collections: sending a member's unpaid balance to an outside collections agency. The agency charges a fee, and the referral can affect the member's credit. See Send a member to collections.
Convenience fee: an extra amount a member pays on top of their charge when paying online, to cover processing costs. Whether members pay it depends on your chapter's settings. See Fees.
Credit: an amount an officer applies to a member's charge to lower what they owe, for example to record a cash, check or Venmo payment. It doesn't change the charge amount (that's an adjustment), and it isn't money sent back to a card (that's a refund). See Fix a member's balance and Credit vs. refund.
Crowded: the banking partner behind MyGreek Banking: FDIC-insured chapter accounts and officer debit cards. See Banking with MyGreek.
Custom field: an extra detail your chapter keeps about each member, such as graduation year or shirt size, set up in My Chapter → Custom Fields. See Custom fields and Import custom field values.
D
Custom plan: a payment plan a member or parent designs with their own dates and amounts. Only offered on charge types with Allow custom plans turned on, and it needs approval unless your auto-approve date covers it. See Approve payment plans.
Dispute: when a cardholder asks their card company to reverse a payment (a chargeback). The disputed amount is taken out of a payout while the dispute is open, and comes back if the chapter wins. See ACH returns and disputes.
E
Early pay discount: an amount off a charge type for members who pay the full amount by the Pay-by Deadline. It shows as Early Pay Discount at checkout. See Set up what you charge.
G
Form 8868 extension: an IRS extension that moves your chapter's 990 due date back 6 months. Record it on the Taxes page. See Record an extension.
Group: a set of members, such as new members or the executive board. Use groups to organize your roster and to charge many members at once. See Groups.
I
HQ invoice: a bill from your national headquarters to your chapter, viewed and paid in MyGreek. See Pay invoices from your national HQ.
Installment: one scheduled payment in a payment plan. Each installment is charged on its date to the card or bank account on the plan. See How payment plans work.
Invite: the email (and text, if you have their phone) that asks a new member to set up their MyGreek account. It goes out automatically when you add a New Member or an active Member. See Send, resend and rescind invites.
J
Invoice contact line: the "Questions about your bill?" line on invoices and billing emails, set on the Invoices tab of My Chapter. See Add a contact line to invoices.
Join link: a link you share so people can join your chapter in MyGreek themselves. Find it under Share Join Link on Members. See Share a join link.
Join request: a request from someone who used your join link. It waits on the Requests tab of Members until you select Approve or Reject, unless the link auto-approves. See Approve or reject join requests.
L
Late fee: an extra charge added to a member's balance when a charge isn't paid on time. Only chapters with late fees turned on use them. See How late fees work.
Late fee policy: your chapter's rule for when a late fee is added and how much it is, either a dollar amount or a percent. Set under Late fee policies. See Late fee policies.
Ledger: in Budgets, the set of income and expense categories a category belongs to. You pick a ledger when you add a category.
M
Main account: your chapter's primary Crowded account. Money moves from it into your chapter's other Crowded accounts. See Move money between your accounts.
Member code: the short code that identifies a member at pay.mygreek.us. It's at the end of the payment link in billing emails and texts (pay.mygreek.us/your-code). Parents enter it to pay for a member. See Pay for a member.
Member type: where a person is in the chapter: New Member, Member or Alumni. Shown as Member type when you add someone. See How your roster works.
O
Merchant: a separate account that some charge types pay out to (Pays out to on the charge type), managed on the Merchants tab of My Chapter. Payments for those charge types are paid out to that account, not your chapter's. See Payouts to a separate merchant.
Needs Review: the Transactions filter that shows bank, Crowded and imported transactions that still need a category. See Track spending.
Ongoing Tasks: the checklist that replaces Getting Started once your chapter finishes setup. It shows only what needs you, such as Remind members to join and Propose payment plans. See Get started with MyGreek.
Outstanding: the part of a charge, or of all charges, that hasn't been paid yet.
P
Parent contact: another name for a Secondary contact, the parent or guardian who gets a member's bills. See Add parent contacts.
Payment plan: an agreement to pay a charge, or several charges, in installments instead of all at once. A member, a parent or an officer can propose one; it starts once it's approved. See How payment plans work.
Payment schedule: a ready-made payment plan, with set installment dates and amounts, that members can choose. Officers manage them under Manage Schedules on Payment Plans. Sometimes called a plan template. See Offer payment plans.
Payout: a deposit from MyGreek into your chapter's bank account. Members' payments are grouped together and sent as one payout. See How payouts work.
Payout account: the bank account where your chapter's payouts are sent. You add it when you register. See Change your payout account.
Pending Payout: on Payments, an estimate of how much of your members' recent payments hasn't reached your bank yet.
Physical card: an officer debit card mailed as a plastic card. It costs $8 and comes with a digital card. See Officer debit cards.
Primary admin: the admin marked Primary on the Admins tab, usually the person who registered the chapter. Invoices' "Questions about your bill?" line uses their contact details. See Add or remove an admin.
Processing fee: what card and bank payments cost to process. It's taken out of your payouts and shown as a line in each payout's breakdown. See Fees and See what's in a payout.
R
Refund: money sent back to the card or bank account a member paid with. A refund can be for all or part of a payment. See Refund a payment.
Reimbursement: paying a member back for something they bought for the chapter. The member submits a request, usually with a receipt, and an officer approves it, either as a credit on the member's account or as a payment outside MyGreek. See Reimbursements.
Revenue by Charge Type: a report of what each charge type has brought in over a date range. See Revenue by Charge Type.
Revoke login: blocks a member from logging in while keeping them on your roster. Their charges stay, and bills and reminders continue while they owe. Check Revoke Login in Manage, or use Actions → Revoke Login on their profile. See Archive or remove someone who left.
Roles: sets of permissions you give to officers, so each one can do only what their job needs. Managed on the Roles tab of My Chapter. See Create roles and give them to officers and Permissions.
Roster: your chapter's list of members in MyGreek, on Members. See How your roster works.
S
Secondary contact: a parent, guardian or other person linked to a member. Secondary contacts get the member's transaction updates and messages, and can pay for them. See Parent and secondary contacts.
SMS segment: one unit of text messaging. Texts officers send, like balance reminder texts, use segments; automatic reminders and bill texts don't. See SMS segments.
Status (standing): a label for a member's standing, such as Good Standing, Bad Standing or Resigned. It's a record for your chapter and doesn't send anything or change billing on its own. See How your roster works.
Supporter group: a program for collecting from people outside your roster, such as alumni giving or a moms' club, with its own link and tiers. See Collect from alumni and supporters.
Tier: a giving or dues level inside a supporter group. See Add tiers.
Transfer: on Transactions, money moved between your chapter's own accounts. Marked transfers don't count toward budgets. See Track spending.
Wallet card: an officer debit card that can only spend the money you put on it, instead of the full account balance. See Officer debit cards.