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Browse our knowledge base to find answers to your questions, guides for setting up your club, and detailed explanations of our features.

Getting Started

Learn the basics of setting up your club on Circlevine.

Importing bank data, mapping columns, and managing accounts.

Automate transaction categorisation, tagging, and member assignment.

Managing your member directory, custom fields, and CSV import/export.

Understanding the per-member financial ledger system.

Creating events, collecting fees, and matching payments to members.

Create, send, and track professional PDF invoices.

Build custom dashboards, charts, and financial reports.

Send bulletins, announcements, and targeted messages to your members.

Securely store, version, and share documents with your team and members.

Manage team members, roles, and granular access controls.

The self-service portal your members can access to see their own finances.

Configure your organisation profile, invoicing details, and billing.