Add a One-time Payment to a Member

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Revision as of 00:07, 20 July 2017 by Laz (talk | contribs) (Created page with "#In the navigation menu on the left, select "Sales". #In the top menu of the sales pane, select "Members". This will bring up a list of active members. #Scroll to the member t...")
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  1. In the navigation menu on the left, select "Sales".
  2. In the top menu of the sales pane, select "Members". This will bring up a list of active members.
  3. Scroll to the member that you wish to add a recurring payment to, and click the drop down menu on the right hand side. Select "Create Pledge".
  4. This will bring up the pledge screen.
  5. Confirm the name is correct in the upper left box in the screen.
  6. Set pledge date to the first day of the month for the transaction (usually the first day of the current month).
  7. Under "Product/Service" click the drop down menu. Select the appropriate dues type for this member, whether individual, sponsored, or student/senior.
  8. Once the dues type is selected, assign the item to "General" under the "Class" heading.
  9. Click "Save" not "Save and Send". We don't email invoices to people unless they are delinquent in paying.