Receive Payment Against Member Credit

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If a member has credit with Knox Makers from paying dues in advance, for example, they will not have a monthly payment with Knox Makers to record as a transaction. The most likely way that these payments will be identified is because the monthly pledge that is generated for dues will show up as overdue. Navigate to the overdue pledge, either from the member page, or from the overdue transactions.

  • From the individual member's page under Sales>Members, find the transaction that is overdue. From the dropdown menu on the right side, select "Receive Payment".
  • If the member has a credit, it will be listed at the bottom of the page. The amount for the transaction will be listed in the payment field.
  • Confirm that the payment amount is correct.
  • From the green drop down in the bottom right of the screen, select "Save and Close".