How Members Can Pay a Remaining Balance (Membership Upgrade or Adjustment - IOU function)?

When a member changes their membership type (for example, from Individual Household to Two-Person Household), they may need to pay the difference between the two membership fees. It's set that members cannot manually edit payment amounts or submit partial payments through their account.

Here is what can be done as a workaround:

Go to Admin → Search for the Member. Use the search bar to locate the member who needs to pay the additional amount. Open the Member’s Profile. Once in their profile, go to Pay tab and scroll down → Click New IUO

Enter the Reason and Amount the member needs to pay. Add a short note if needed (for example, “Difference between Individual and Two-Person Membership”). Click SAVE.

Once saved, you should click on Create Invoice


After all the steps, the member will automatically see this invoice (unpaid order) on their profile when they log in. So they can open the invoice directly and pay securely online on their Pay tab.