How to use DuesSync, one feature at a time.
Plain-English, step-by-step instructions for every part of the app — grounded in the exact buttons and screens you'll see.
Written for the Financial Secretary, with notes for Grand Knights, Treasurers, and Trustees where they're involved.
Dues & Collection
Send Dues Notices Automatically
the 4-stage notice sequence (1st Notice → 2nd Notice → Knight Alert → Intent to Retain), automated and stops on payment.
Read the guidePersonal Plea from the FS
a hand-written-feeling nudge to a specific member when automated notices aren't landing.
Read the guideIntent to Retain
the retain / affiliate / suspend decision at the end of the notice sequence, recorded the way Supreme expects.
Read the guideYour Action Plan
a ranked worklist of who needs attention first (missing email/phone) before notices go out.
Read the guideAutomatic Billing Year Rollover
Year Advancement carries paid/unpaid/waived status and rates into the new cycle.
Read the guideSpanish Notices
set Language Preference and a member's notices, receipts, and cards go out in Spanish.
Read the guidePayments & Money
Let Members Pay Online
connect Stripe/PayPal so members pay by card or bank and land reconciled.
Read the guideSnap a Photo to Record Checks
scan a check; it reads the amount/number and records the payment.
Read the guideTurnover to Treasurer
record an FS→Treasurer hand-off (dues + non-dues); Treasurer acknowledges by email, GK CC'd, public receipt produced.
Read the guideCost Calculator
the dollars-and-hours case for online payments, to share with your GK.
Read the guideMember Engagement
Personalized Birthday Emails
an AI-written birthday note for every Brother, with a one-click thank-you back.
Read the guideService Anniversary Emails
ceremonial notes on each Brother's First Degree anniversary, with milestone recognition.
Read the guideBroadcast to the Whole Council
one formatted announcement to everyone or a targeted subset, with attachments and templates.
Read the guideReach Members by Text Message
turn on SMS per council, then send reminders/announcements from the broadcast composer.
Read the guideCouncil Calendar + Event Reminders
meetings/events in one place with automated email + SMS reminders.
Read the guideDigital Membership Cards
QR-verifiable cards members can save to their wallet.
Read the guideRoster & Data
Annual Contact Update Survey
a yearly link for members to verify address/phone/email; bounces flagged.
Read the guideSupreme Roster Sync
import the Supreme CSV without wiping the email/phone you manage.
Read the guidePush Local Edits to Officers Online
a worksheet of your local edits to apply on the next Officers Online update.
Read the guideIn Memoriam & Resolution of Condolences
mark a Brother's passing to surface a council-signed condolence PDF.
Read the guideMember Interest Survey
ask members what they'll volunteer for; gives the GK a ready volunteer menu.
Read the guideFraternal Survey (Form 1728)
members report their own fraternal hours; auto-compiles toward Form 1728.
Read the guideCompliance
Officer Roster (Form 185)
build the officer slate, sign digitally, submit to Supreme. _Due June 30._
Read the guideService Program Report (Form 365)
assign program directors and file the service report. _Due July 1._
Read the guideSemiannual Audit (Form 1295)
GK + three Trustees approve via email link; figures pulled from the books. _Due Aug 15._
Read the guideStar Council Tracker
live progress across Columbian, Father McGivney, and Founders' criteria.
Read the guideSafe Environment Compliance
track officer background checks and training with renewal reminders.
Read the guide990-N Tax Filing Tracker
track the IRS e-Postcard deadline and confirmation. _Three missed years = auto-revocation._
Read the guideFinance (feature-flagged)
Council Budget Tool
set categories and planned amounts; actuals auto-feed from payments, vouchers, and bank imports.
Read the guide3-Party Voucher Approvals
expense vouchers route FS → GK → Treasurer by email link, with digital signatures.
Read the guideBank Import + Auto-Reconciliation
upload a bank CSV and auto-match transactions to payments and vouchers.
Read the guideGovernance & Records
Meeting Minutes
the Recorder's permanent minute book: attendance, reports, and every motion, locked and printable once approved.
Read the guideMotion Log
a searchable record of every motion the council voted on, with who moved, who seconded, and how it carried.
Read the guideCouncil Bulletin
a monthly newsletter assembled from your calendar, roster, and last meeting; print it or email it to members.
Read the guideGrowth & Team
Recruitment Pipeline (Prospects)
track prospects through Interested → Form 100 → Awaiting CUF → Member, with FS-confirmed Supreme auto-match.
Read the guideInvite Your Officer Team
add GK, DGK, Treasurer, and Trustees with role-scoped access.
Read the guideOfficer Invite Auto-Reminders
automatic fresh-link reminders when an officer hasn't accepted.
Read the guideInvite a Brother Council
a Brother-to-Brother referral with a 2-minute sample-council tour.
Read the guideCouncil Bylaws
draft, share for the 5-day notice, and adopt by a 2/3 vote.
Read the guideDon't have an account yet?
See the full feature list or start a free council in minutes.