Finances Module

Manage money — invoices, payments, expenses, and budgets.

What Can You Do?

🟢 Easy — Click Around

Invoices — Create invoices, send them to members, track who's paid and who hasn't.

Expenses — Log what your association spends money on (venue, catering, marketing, etc.).

Budgets — Set spending limits per department or project and track how much you've used.

Dues — Define membership fee schedules (annual, monthly, etc.).

Stripe — Accept online payments via Stripe.

Try it now:

1. Click Finances in the sidebar
2. See the financial overview — total revenue, pending invoices, expenses
3. Browse the invoices list
4. Check the budgets section

🔵 Advanced — API / Code

API Endpoints (20)

Method	Endpoint	Description	Auth
GET	/finances/finances/dashboard	Financial overview	Staff+
GET	/finances/finances/invoices	List invoices	Staff+
POST	/finances/finances/invoices	Create invoice	Staff+
GET	/finances/finances/invoices/stats	Invoice statistics	Staff+
GET	/finances/finances/invoices/{id}	Get invoice	Staff+
PUT	/finances/finances/invoices/{id}	Update invoice	Staff+
POST	/finances/finances/invoices/{id}/payments	Record payment	Staff+
GET	/finances/finances/expenses	List expenses	Staff+
POST	/finances/finances/expenses	Create expense	Staff+
PUT	/finances/finances/expenses/{id}	Update expense	Staff+
GET	/finances/finances/budgets	List budgets	Staff+
POST	/finances/finances/budgets	Create budget	Staff+
PUT	/finances/finances/budgets/{id}	Update budget	Staff+
GET	/finances/finances/dues-schedules	List dues schedules	Staff+
POST	/finances/finances/dues-schedules	Create dues schedule	Staff+
GET	/finances/finances/dues-schedules/{id}	Get schedule	Staff+
PUT	/finances/finances/dues-schedules/{id}	Update schedule	Staff+
POST	/finances/finances/dues-schedules/{id}/generate	Generate invoices	Staff+
GET	/finances/finances/expenses/stats	Expense statistics	Staff+
GET	/finances/finances/budgets/stats	Budget statistics	Staff+

warning

Note the double /finances/finances/ in the URL — this is the actual route structure.

Example: List Invoices

curl -s https://ams.14.jugaar.ai/api/v1/finances/finances/invoices \
  -H "Authorization: Bearer $TOKEN" | python3 -m json.tool

Example: Create an Invoice

curl -X POST https://ams.14.jugaar.ai/api/v1/finances/finances/invoices \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "member_id": "uuid-of-member",
    "amount": 250.00,
    "description": "Annual membership fee",
    "due_date": "2026-08-15"
  }'

Example: Record a Payment

curl -X POST https://ams.14.jugaar.ai/api/v1/finances/finances/invoices/{invoice_id}/payments \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "amount": 250.00,
    "payment_method": "stripe"
  }'

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Related

• Testing: Finances
• Integrations: Stripe
• Analytics