Paying an Invoice

Modified on Tue, 17 Dec at 4:49 PM

When receiving payment for an invoice from a member.

Quick Guide

Step 1 - Navigate to the member's accounts page

Step 2 - Using the action dropdown next to the invoice to be paid, select Pay Invoice

Step 3 - This will open a dialog (pop up) box, if the invoice is being paid in full, enter the payment method and the date and select Pay Total. This has finalised the transaction

Step 4 - If it is a part payment of an invoice, select More Payment Options and you will be directed to the advanced payments screen. Note, on this screen there will be no data until a payment method and a date have been entered

Step 5 - Enter the payment Amount

Step 6 - Allocate that payment amount to the invoice charge line/s, or account/s, that you wish to pay, then select the Pay $xx at the bottom of the screen

Extra Advance Payment Options:

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

Step by Step Guide

Step 1 - Navigate to the member's accounts page.

Step 2 - Using the action dropdown next to the invoice to be paid, select Pay Invoice

Step 3 - This will open a dialog (pop up) box, if the invoice is being paid in full, enter the payment method and the date and select Pay Total. This has finalised the transaction

Step 5 - Enter the payment Amount

Step 6 - Allocate that payment amount to the invoice charge line/s, or account/s, that you wish to pay, then select Pay $xx at the bottom of the screen.

Extra Advance Payment Options:

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