Payments - add an adhoc payment to an account

Complete this process when a payment has been received that is in excess of the outstanding invoice or account balance, or additional funds are to be paid into a specific account such as a top-up payment.

Step by Step Guide

Step 1 - Navigate to the member's account

• Use the Quick Search to find the member record
• From the Member Action menu select Financials and then Accounts, or
• Click the hyperlink on the Account Name in the Account tabs
  

Step 2 - Open the Advance Payment Options page

• Click the Account Action button and select the +Payment option

Step 3 - Complete the Payment Details and Save

• Select the Payment Method from the menu options
• Enter the Payment Date. Once this information is entered the different member account types and any outstanding invoices will appear below.
• Enter the amounts being paid into the Pay Amount fields located next to any outstanding invoices and/or the available accounts
• Click the Pay $ button to save the payment. This button will populate with the total payment amount