To apply a payment from 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’
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.
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’.
The right side panel will indicate that the transactions are completed in the ‘Registration’ section of the ‘Transaction’ tab.
A ‘Received payment’ section will be added
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
By clicking on the small arrow under the transaction, the note written during the payment will be displayed.
