Adhoc Payment to Account

Modified on Mon, 6 Jan at 4:04 PM

When a member comes to the office and wishes to pay some funds into a specific account:


Quick Guide


Step 1 - Navigate to the member's account

Step 2 - Click Account Action Button and then click +Payment

Step 3 - Select the Payment Method and Payment Date

Step 4 - Enter the amount being paid into the account next to the correct account

Step 5 - Click Pay $ button




Step by Step Guide


Step 1 - Navigate to the member's account




Step 2 - Click Account Action Button and then click +Payment




Step 3 - Select the Payment Method and Payment Date - this will cause the member's different account types to show underneath




Step 4 - Enter the amount being paid into the account next to the correct account




Step 5 - Click Pay $ button, which will show the entire amount of the payment being received.



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