Financial Management

Everything you need to manage financial transactions

Process credit card payments instantly

Create invoices & manage accounts receivable

Generate financial reports for your accounting department

Key Features & Benefits

Credit Card Processing

Member can easily pay for their purchases with credit cards

Invoices

Members have access to invoices by logging into their member portal

Manage Accounts Receivable

Member365 tracks purchases where the user has specified check as the payment type so you can easily review your accounts receivable

Automated Recurring Billing (ARB)

Members may opt-into ARB to automatically pay membership dues year-over-year

Create & Email Invoices

Need to bill a contact for a service or product? Member365 allows you to manually create invoices & send them to users for payment processing

Financial Reporting

Export revenue and journal entry reports for your accounting team

Try Now!

There is no better way to find out if Member365 works for you than to try it out.

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Financial Management Specifications

Manually create and send invoices to contacts
Allow users to pay using credit card or specify check as their payment type
Invoice lookup
Download invoices in PDF format
View purchase history of any given member or contact
A/R Reporting
Process accounts receivable
Confirm receipt of payment via email notification
Members can opt-into automated recurring billing (ARB) - credit card is charged automatically on renewal date
Members are notified in advance of upcoming automated recurring billing
Failure alerts send to members where credit card is declined
Member can update credit card information as required
Administrator can update credit card information as required on behalf of a member
Member can turn on or off ARB at any time
Accounts Receivable
Accounts Payable
Revenue Reporting
Journal Entry Report
ARB Status Report