How do I link dues to Membership Records?
Overview
Learn how to associate specific contributions with membership records as dues payments, which helps track which donations triggered or renewed memberships.
Step 1: Access the Link Dues feature
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Open the contact record for the member
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Navigate to the Membership drawer in the Planning and Insights section
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Find either the Current Membership or Membership History section
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Select "Link Dues" from the options
Step 2: Search for contributions to link as dues
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In the Link Dues interface, use the filters to find relevant contributions:
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Adjust date range to narrow down when the payment was made
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Filter by amount if you know the specific contribution value
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Filter by source codes if applicable
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The system will display matching one-time contributions, pledges, or recurring commitments
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You can also select whether to use attributed payments as dues payments
Step 3: Select and link the contribution
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From the filtered list, select the contribution(s) you want to link as dues
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Confirm your selection
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The system will now associate these payments with the membership record
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The linked dues will appear in the membership details
Step 4: Remove linked dues if needed
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If you need to unlink a contribution from a membership, open the Membership drawer
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Navigate to the Current Membership or Membership History section
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Find the membership with the linked dues you want to remove
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Select "Remove Dues" from the action dropdown menu
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Confirm the removal
Not quite what you were searching for?
- Navigate back to the Membership Resource Index.
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