Send a payment reminder or record a cash payment on your phone

You can deal with payment problems on your phone: remind a family to pay, or record money they gave you by hand. The phone uses the same rules and sends the same emails as the full site.

Before you start

To see the list, you need the View the club's finances permission. To send a reminder or record a payment, you also need Reduce or waive a family's fees. The treasurer and the club owner have both. The club owner can give them to you.

To open the club app from the full site, select App at the top of the screen.

Send a reminder

  1. In the club app, select Inbox, then To do.
  2. Select Payment problems. To see one kind of problem only, select it at the top of the list, for example Behind on payments.
  3. Select the family.
  4. Check what is due, child by child.
  5. Select Send a reminder.

The family gets one email for all their children. It lists what is overdue and has a link to pay, or to set up the Direct Debit again. The screen shows when the reminder was sent.

Record cash or a bank transfer

  1. Select the family in Payment problems.
  2. Select Mark as paid.
  3. Type the amount in Amount received (£).
  4. Under How they paid, select Cash or Bank transfer.
  5. Check the Date received.
  6. Select Record payment.

The payment pays the oldest charges first. The family gets a receipt by email. When nothing is overdue any more, the family leaves the list.

Common questions

Why can I not send a second reminder?

You can send one reminder to a family each day. This stops a family getting the same email twice, for example when two officials act at the same time.

Why is Send a reminder not there?

You can see the list, but you do not have the permission to send reminders or record payments. Ask your treasurer or the club owner.

I recorded a payment by mistake. How do I fix it?

Open the family's account in the full site and reverse the payment. You give a reason, and the charges are owed again.