Procedure for matching a class payment in PayPal - member ticket
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- Navigate to the Class Roster in Wordpress (Events, Events, find the specific class and click on Attendees)
- View the name of the first member ticket purchased.
- In Quickbooks, click the plus sign at the top right and choose "Sales Receipt".
- Choose the member's name in the top left box.
- Change the Receipt Date to the date of ticket purchase.
- This can be found either by clicking the "Completed" Status on the member's name in Wordpress, or viewing the PayPal download of that payment.
- For PRODUCT/SERVICE, choose "Classroom Ticket".
- When dividing between budgeting classes, each separate budget class should be its own line.
- Make sure the total matches the ticket price total.
- Click "Save and Close".
- In Quickbooks, go to the PayPal download page.
- Click on the member and choose "Find Match".
- Match that member to the Sales Receipt you just created.
- Go to the Class Roster in Wordpress and click "Check In" for that member.