Member payment lookup

Let members check their own pending payments and receipts from your public site.

Member payment lookup is a page on your public site where a member can check what they owe and what they have paid, without calling the committee. The member enters the phone number in their record and confirms it, with a code sent to that number on WhatsApp or with their date of birth, and the page shows their pending payments and recent receipts.

What a member sees

Pending payments: Each subscription the member holds, with the monthly amount and what is outstanding, using the same figures as your dashboard.
Promised amounts: Anything the member promised during a collection and has not paid yet, with the fund, the day it was promised and the day it is expected by. It is listed separately from subscriptions, and counted into the total at the top.
Recent receipts: The receipt numbers, dates and amounts of receipts you have issued to the member. Each one can be downloaded or shared as a PDF copy.
The household, for a family head: A member who heads a family also sees the pending payments and receipts of everyone in that family, since the head usually settles them.
Their cluster and its leaders: When house clusters are enabled, the page also names the cluster the family belongs to and its leaders with their phone numbers, so the member knows who collects for their area.

The page never shows profile details such as address, occupation or family information. It is bookkeeping only: names, amounts, dates and receipt numbers.

Paying from the page

If you have saved a UPI ID (yours in Settings, or a fund committee's own on the fund), every line the member owes carries a Pay button. It opens a QR for exactly that amount, into the account that fund collects into, and the member can scan it or tap through to their UPI app. Without a UPI ID on file, nothing changes: the page shows what is owed and no Pay button appears.

After paying, the member taps I have paid and enters the UPI reference number their app showed them. That reaches you as a reported payment, not as money: nothing enters your books until you confirm it.

A report cannot be edited; how the money is booked is yours to decide when you confirm. A reference can only be reported once, so the same number sent twice cannot become two payments. While a report is waiting, the line on the member's page reads Reported instead of offering to pay again.

Turning it on

Open Settings and find Member payment lookup under the Public page group.
Switch it on and save. A My payments button takes the main slot in your public page header, with a "Check your payments" section further down; committee sign-in moves to the footer. If your public page is off, the welcome screen leads with the same button.
Share the address /my-payments on your web address with members, for example in a WhatsApp message.

How members confirm their phone

Under Member payment lookup in Settings, choose how members confirm the phone number in their record:

Phone and WhatsApp code: The default. The member enters their phone number and types the 6-digit code that arrives on WhatsApp.
Phone and date of birth: The member enters their phone number and the date of birth in their record. No message is sent.
Either: The page starts with the code, and the member can switch to their date of birth.

A code is sent only to a number in your register, and the page answers the same way for any number, so it never reveals who is a member. Each code is one WhatsApp message charged to your WhatsApp balance, or sent from your own WhatsApp number if you connected one. If a code cannot be sent, for example because your balance has run out, members use their date of birth instead.

Who can use it

A member needs a phone number on their record. To use their date of birth, the record also needs a full, exact date of birth: an age or an approximate year of birth will not match. Members marked inactive or removed from the register cannot be looked up. The page also limits how many tries anyone can make.