Moheeb Zara
8edc9da611
Finalizes the docs section after an adversarial audit (code review + per-page fact-check + coherence critic) and two content requests. - Accuracy: fixed 10 invented cross-link slugs, the admin-vs-board gating claims the verifiers caught (permissions matrix, /settings, invites, onboarding, connect-payments, proposal withdraw, Stripe reconciliation, member fields, door.operate), and 2 issues in the new pages (project area-at-creation, forum thread-delete role). - Coverage: added 5 how-to pages so every module is documented (recurring Stripe dues, tasks & chores, projects, comms & forum, ops knowledge base + secrets vault). 34 pages total. - Screenshots: 12 captioned app screenshots under public/docs-media/, embedded as figures. Each tutorial now has 2-3 step screenshots. - Style: removed all em-dashes/en-dashes/ellipses from the docs (natural ASCII punctuation). - Handoff (docs/HANDOFF-audit-cleanup.md) updated with the current state. typecheck 0 · lint 0 errors · build ok (all 34 /docs pages prerendered)
58 lines
3.8 KiB
Markdown
58 lines
3.8 KiB
Markdown
Dues that arrive off-platform (PayPal, Venmo, Zeffy, or cash handed to the treasurer) land in the [/payments](/payments) ledger as transactions, where you match each one to the member who paid. This recipe covers getting those transactions in and reconciling them by hand.
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If you want dues that reconcile themselves, set up recurring Stripe billing instead. See [Set up recurring Stripe dues](/docs/how-to/stripe-dues). This page is for everything that is *not* an automatic Stripe subscription.
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## Roles you need
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| Task | Where | Required role |
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| --- | --- | --- |
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| Connect a platform, add pay-here links | [/settings](/settings) | `admin` |
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| Log cash, import CSV, sync, link a payment | [/payments](/payments), [/import](/import) | `admin`, `board`, `treasurer` |
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## Add a pay-here link (optional)
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Give members a button to pay you directly. In [/settings](/settings) open the **Dues** tab, find **Other ways to pay dues**, and add a link per platform:
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1. Paste an `https://` payment URL for **PayPal**, **Zeffy**, or **Venmo**.
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2. Add optional instructions, e.g. "put your member name in the note."
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3. Leave the toggle on **shown** and click **Save**.
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Members see active links on their [/me](/me) page. These links do not record anything, money paid through them still has to be reconciled in [/payments](/payments) later.
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## Connect PayPal to sync transactions
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To pull PayPal transactions automatically, connect the API credentials once. In [/settings](/settings), open the **Integrations** tab, click **Connect** on **PayPal**, and enter your Client ID, Client Secret, and mode (`sandbox` or `live`). Zeffy and Venmo have their own credential fields on the same tab.
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Once PayPal shows **LIVE** on the [/payments](/payments) summary card, a **Sync Now** button appears. Click it to import incoming transactions as **unlinked** payments. The sync deduplicates on the PayPal transaction id, so re-syncing will not create duplicates.
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## Import transactions from a CSV
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For any platform, upload a spreadsheet export at [/import](/import):
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1. Choose **payments** as the import type.
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2. Drop your CSV file. Columns auto-map by header name.
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3. Confirm the mapping. Required fields: **Amount**, **Sender / From Name**, **Date**. Optional: **Platform** (`venmo`/`paypal`/`cash`) and **Note / Memo**.
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4. Click **Preview Import**, then **Import**.
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Rows with a bad amount, date, or platform are skipped and counted in the results, they are not silently dropped. Imported rows land **unlinked**.
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## Log a cash payment
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For cash handed over in person, click **Log Cash** on [/payments](/payments). Enter the amount, a note (e.g. "John Smith, March dues"), an optional date, and optionally pick the member from **Link to Member** to link it immediately.
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## Reconcile: match payments to members
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New transactions arrive **unlinked**; the header shows an `N unlinked` count. To clear them:
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1. Use the **Platform** and **Status** filters to narrow to **Unlinked**.
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2. For each row, read the **From / Note** column. Synced PayPal rows carry the payer's email there, which you can compare against the member emails shown in the picker.
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3. Click **+ Link member**, then choose the member. The picker lists each member's display name and email.
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Linking sets the payment to **linked** and advances that member's dues. Reconciliation is *advance-only*: linking a payment moves the member's last-paid date forward and marks them `current` only if it is their most recent payment. A backdated payment older than what is already on file will not push a member's status backward.
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### Notes
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- Linking is one payment to one member; there is no bulk or automatic email match. Work down the unlinked list by hand.
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- Only `current` and `late` members appear in the picker.
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- The ledger shows the 100 most recent transactions across `paypal`, `zeffy`, `venmo`, and `cash`.
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