Tracy: Created page with "When matching member payments, pay attention to the ‘’’Date’’’ and ‘’’Member’’’ Regarding the date, some members have recurring payments before the fi..."

2017-07-20T00:39:45Z

Created page with "When matching member payments, pay attention to the ‘’’Date’’’ and ‘’’Member’’’ Regarding the date, some members have recurring payments before the fi..."

New page

When matching member payments, pay attention to the ‘’’Date’’’ and ‘’’Member’’’

Regarding the date, some members have recurring payments before the first of the month, or prepay their dues.

*Look at the ‘’Description’’ and ‘’Category or Match’’ columns. Disregard the ‘’Payee’’ column.
**If the names match, move on to looking at the date.
**If the date of the payment coincides with the month in the ‘’Category or Match’’ column, it’s a match!
** Click ‘’Match’’

*If the names do not match:
**Click on the transaction
**Search the list for the correct Pledge
**If the correct Pledge is not in the list, click ‘’Find other matching transactions’’
**In the search field, search for the member’s name
**Select the correct Pledge
**If the correct pledge is not in the list, check the date range to make sure the correct month is included

Matching Member Payments in the PayPal import - Revision history

Tracy: Created page with "When matching member payments, pay attention to the ‘’’Date’’’ and ‘’’Member’’’ Regarding the date, some members have recurring payments before the fi..."