Pay an Invoice

Complete this process to receipt a payment to an invoice

Step by Step Guide

Step 1 - Navigate to the member's accounts page

• Use the Quick Search to find the member record
• From the Member Action menu select Financials and then Accounts

Step 2 - Select the invoice for payment

• Expand the Display Options menu bar for the invoice awaiting payment
• Use the Invoice Action menu (next to the invoice to be paid) and select the Pay Invoice option. This will open the payment dialog box

Step 3 - Enter payment details. There are two options: Standard and Advanced

1. If the invoice is to be paid in full use the Standard payment option:
   • Select the Payment Method from the menu options
   • Enter the Payment Date (the date the payment was received)
   • Add any payment notes (optional)
   • Select the Pay Total button. This has finalised the transaction
2. If a part payment is made or, the payment is more than the invoice balance, use the Advanced payment option:
   • Select the More Payment Options button. This will redirect you to the Advanced payments options
   • Select the Payment Method from the menu options
   • Enter the Payment Date (the date the payment was received). The outstanding invoice/s charges and member accounts appear on screen
   • Enter the amount To Pay in the invoice charge fields or member account fields
     • Use the Pay check box if the full amount of an invoice charge is to be paid
   • Select the Pay $XX button located bottom of screen to Save the payment

Extra Advance Payment Options (optional): 

• Use the Paid By field to change the name of the member making the payment if different to the member invoiced
• Make a payment for multiple members in one payment transaction by adding members to the Paying For field