Keep membership payments recorded for ops and finance

Operations coordinators miss payment entries, causing reconciliation gaps and wrong member statuses. It writes payments to the membership sheet so finance reconciles and member status is updated.

Overview

Missed or late payment entries create reconciliation headaches and leave member status out of date. This workflow captures every membership payment into your sheet and alerts finance, closing reconciliation gaps and keeping member status accurate.

Notable Features

Record payments to membership sheet
Notify finance of new payments
Flag unmatched payments for review