Membership fees
Set fee rates, charge fees and mark them as paid.
Many clubs collect an annual fee from their members and supporters. In the cashbook you charge these fees, keep track of who has already paid, and record the payments with a single tap.
How it works
The process has three stages: you set the fee rates once, charge the fees for a year and later mark each incoming payment as paid.
Setting fee rates
First you define the fee rates – i.e. which amount applies to which group. Many clubs have several rates, for example a reduced fee for young musicians and a full one for active members or supporters. You create these rates once and then reuse them year after year.
Charging fees
Start a charge
In the Membership fees area, tap "Charge fees" and choose the financial year.
Choose the recipient group
Set who the fees should apply to – to members or to supporters. Using the status filter, you can narrow the list down (for example only active members) so that nobody wrong gets a charge.
Assign amounts and charge
Assign each person their fee rate and create the charges. Each person then has an open fee in the list.
Marking a fee as paid
As soon as someone pays their fee, you open the corresponding charge and tap "Mark as paid".
The income transaction arises automatically
When you mark a fee as paid, SinfoniaOne automatically creates an income transaction in the journal for it. So you don't have to record the payment separately by hand – just choose the account the money came in on.
Discarding open fees
If a charge is no longer applicable – for example because someone has left or is exempted from payment – you can discard the open fee. It then disappears from the list of open items without a transaction being created.