logo

Transfer Funds from Member Account to Lodge Account

Learn how to transfer funds from a member's account to a lodge account using this step-by-step guide.

Jun 23, 2026
1

Navigate to the member's record

2

Click on the amount shown

Click on the amount shown
3

Click on Transfer

Click on Transfer
4

Select the date of transaction and where the funds are being transferred

Select the date of transaction and where the funds are being transferred
5

Select the Income Category

Select the Income Category
6

Enter the amount of the transfer

Enter the amount of the transfer
7

Click Transfer to complete

Click Transfer to complete
8

Funds have now been moved to the account specified

Funds have now been moved to the account specified