Member Management by Campus Stack
Member Management — Nonprofit Dues Billing & Payments for NPSP
Overview
Dues billing, card & ACH payments, membership tiers, and accounting export — native to Salesforce NPSP. Bill your whole membership at once and export to QuickBooks, Sage, NetSuite, FundEZ, or Great Plains.
Run card & ACH charges on the record page. Accept.js tokenizes card data, so raw numbers never reach Salesforce.
The Mass Account Billing Wizard invoices hundreds of accounts in one reviewed batch — with proration and duplicate-billing prevention.
Export to QuickBooks, Sage, NetSuite, FundEZ, or Great Plains — cash or accrual, GL-coded, with a re-export audit trail.
Modify, refund, void, transfer, split, and reallocate settled payments through guided wizards.
Levels assign as payments apply; standing (Good Standing / Past Due / Lapsed) rolls up through NPSP.
Set up installment schedules backed by a tokenized card vault, so dues and pledges collect automatically over time.
Group payments into financial batches and catch Sum-vs-Expected mismatches before a deposit ever leaves the org.
Allocate one payment across funds and GAUs with a guided wizard, keeping NPSP allocations accurate.
Point-and-click panels set up gateways, GL codes, export providers, and membership rules — no developer required.
Member Management extends the Nonprofit Success Pack with everything a membership organization needs to bill dues, collect payments, and close the books — without leaving Salesforce. A built-in Virtual Terminal runs credit-card and ACH transactions right on the record page, tokenized via Authorize.Net Accept.js so raw account numbers never touch your org. Guided wizards handle refunds, voids, transfers, splits, and reallocations, and installment Payment Plans keep recurring revenue flowing. Bill your entire membership in one reviewed pass with the Mass Account Billing Wizard — with duplicate-billing prevention and mid-year proration. Membership levels assign automatically as payments apply, and account standing (Good Standing / Past Due / Lapsed) rolls up through NPSP. Financial batches flag Sum-vs-Expected mismatches before anything leaves the org, and an extensible export framework ships five providers — QuickBooks, Sage, NetSuite, FundEZ, and Great Plains — with cash or accrual basis, GL codes, and a full re-export audit trail.
Categories
- Business Needs
- ProductivityAnalyticsFinance
- Industries
- Public SectorTravel, Transportation, & HospitalityNonprofit
- Personas
- AdministratorBusiness Operations ManagerExecutive
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile