Paying an Invoice

When receiving payment for an invoice from a member.

Quick Guide

1. Navigate to the member's accounts page
2. Using the action dropdown next to the invoice to be paid, select Pay Invoice
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
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
5. Enter the payment Amount
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

1. Navigate to the member's accounts page.

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

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

4. If it is a part payment of an invoice, select More Payment Options (above)  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.

5. Enter the payment Amount 

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