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Recording Manual Membership Payments
Recording Manual Membership Payments
Updated over 10 months ago

If a contact has been invoiced but pays by an "offline" method (check, cash, bank transfer etc), the payment can still be recorded.

Method 1 (via Finances)

Go to Finances > Invoice, Expenses and Deposits > Awaiting Payment 

Click on Number

Then click on the Add Payment in the invoice details.

Adding a Payment

Method 2 (via Contact's Details)

adding a payment via contact details
  1. Go to the Contact details of the person you have received the payment from.

  2. Click on the Membership Level the payment is for.

  3. The status of the Membership is Partial as the Contact has been invoiced. Click on Add Payment.

  4. Record the appropriate information. Save.

Membership Level Payment
Adding a Payment via General Membership

Once the full payment is recorded, the Contact's membership Status will show as Active.

You can also view the Transaction details in Finances > Transactions

Viewing Transaction

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