To apply a payment from to a manual registration, you must follow the following procedure:
In the ‘Transaction’ tab, click on the transaction line for which you want to add a payment.
Click on the ‘Action’ button and then ‘Apply a payment’
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go to the participants profile, and select the Transactions Tab. Click on the line item you want to apply a payment to, opening the side panel. Click on the Action button and then select Apply a Payment.
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Enter the date of the payment if it is different from the displayed date (today’s date)
Select the payment method, you have the following options:
Cheque
Cash
Manual Interac e-transfer
External payment (payment from an external terminal)
Offline credit (when applying credit from an external terminal)
Member Credit
If you have added a credit to the member, you can apply the credit.
A ‘Member Credit’ box will appear and you must select the credit you wish to apply.
You can only apply one credit at a time, if you want to apply more than one credit, you must do these steps again to apply the other credits.
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Enter the amount of the payment or of the offline credit (DO NOT put the credit amount of negative)
The maximum amount applicable will be shown in blue under the amount box
It is impossible to enter an amount greater than the applicable amount
You may enter a web note (cheque number, transaction number, reason for credit, etc.).
Click on, ‘Confirm’.
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The right side panel will indicate that the transactions are completed in the ‘Registration’ section of the ‘Transaction’ tab.
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A ‘Received payment’ section will be added
Enter the amount of the payment - the amount in blue shows the maximum amount you can apply
Adding a note of optional
Click on Confirm
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Note: Payments can not be entered as a navigate amount. |
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To apply a credit to a transactions:
Enter the date of the payment
Select Member Credit as the payment method
Use the Member Credit drop down to select the credit
Enter the amount of the credit will automatically be entered
you can adjust the amount of the credit applied to a maximum of the available credit.
Adding a note of optional
Click on Confirm
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Note: If a member has more than one credit on file, you must apply them separately. |
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To view payments that have been manually applied to a transaction:
Open the side panel of the of the transaction, a Received payment selection will have been added. You will be able to see the dat, method of payment and the amount applied.
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By clicking on the three small blue dots, you will be given the following options:
View receipt
Edit (you will only be able to change the date and add or modify the note)
Delete
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By clicking on the small arrow under the transaction, the note written during the payment , you can expand or contract the note added when applying the payment. The note will be displayed in the grey bar.
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