Payments
Payments is where your club collects and tracks money: connecting Stripe or Square, building a catalog of things to charge for, assigning fees to members, running multi-installment event/trip plans, and reconciling what comes in against your bank deposits.
Where to find it: Finance & Events card → Payments button
Who can use this: Club Admins, and board members granted the Manage Payments permission. There is no functional difference between a Club Admin and a delegated board member anywhere in Payments — every screen and action described below works identically for both.
Screens in Payments
| Screen | What it's for |
|---|---|
| Overview | Dashboard of key numbers, quick links, the Reconciliation data-integrity check, and the Fee Payment Status Report launcher |
| Item Catalog | Your "menu" of billable items — program fees, trip payments, event fees, donations, merchandise |
| Fee Assignments | Assign catalog items to members as fees, track outstanding balances, record manual/offline payments |
| Payment History | The full transaction ledger — search, export, refunds, and fixing stuck payments |
| Settings | Connect/disconnect Stripe or Square, and set your default store revenue account |
| Event Plans | Multi-installment plans for trips and big events, including escrow/held-funds setup |
| Event Enrollments | The roster and per-family payment status for one Event Plan |
Where to start
If you're setting Payments up for the first time:
- Settings — connect Stripe or Square. Almost everything else depends on this.
- Item Catalog — create your first payment item (e.g. annual dues).
- Fee Assignments — assign that item to your members so it appears on their dashboard to pay.
- Overview — check back here for a running summary, and run the Reconciliation check periodically to catch data issues early.
Note: BoosterConsensus never deletes anything with financial history — actions that look like "delete" (on catalog items, event plans, fees) automatically become "deactivate" or "archive" instead once real payment activity is attached, so your books always stay auditable.
Related
- Accounting — the books that everything in Payments ultimately posts to
- Store and Auctions — both use the Payments provider connection to actually charge cards