Apply a Payment

To apply a payment to a registration, 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.

Open

• Enter the date of the payment if it is different from the displayed date (today’s date)

• Select the payment method

  • Cheque

  • Cash

  • Manual Interac e-transfer

  • External payment (payment from an external terminal)

  • Offline credit (when applying credit from an external terminal)

  • Member Credit

• 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

Open

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

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.

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, you can expand or contract the note added when applying the payment. The note will be displayed in the grey bar.