Adding a Payment Manually

When a member pays via an offline payment such as cash or cheque you will want to record this payment on their membership record once you have received it. If they have paid online through GoCardless or Stripe the system will do this automatically so there is no need to add a manual payment. 

See the benefits of collecting online payments here. 

Step 1: Head to the Membership module on the left hand side in the Amin area.

Step 2: To add payments manually either select the membership package that the member is within or click 'View all members' in the top right-hand corner of the screen.

Step 3: Once in either area, find the member who you need to add the payment for and click on them to open up their membership record.

Step 4: Once you have selected your member, scroll down to the payments section and select 'Add payment'.

Step 5: Here you can add the 'Amount', 'Type', 'Date', 'Method', 'Amount' and 'Membership status'. Then select 'Confirm'.

Once you have added and saved the payment, the remaining balance will be updated. If payment has been made in full you will see the dot under payment turn from red to green. If a part payment has been made this will turn yellow. If a membership package price has been reduced and that's the reason for the member making a 'part payment' you will need to edit the core membership cost to represent this then add the payment.