Recording One or More Payments for a Membership

Depending on the amount of dues paid by your members, you may want to set up installment payments.

This article explains how to manually record one or more payments for a membership. Here's what's covered:

• Finding a membership quickly
• Recording a single payment
• Setting up installments when registering a member
• How to correct an incorrectly entered payment

You can allow members to pay their dues in installments by credit card. In that case, everything is handled automatically — no manual steps required. Learn more

Finding a membership quickly

You've published multiple Membership Campaigns on your platform and need to update a sign-up because you received an offline payment.

To avoid browsing through each campaign one by one, here's what to do:

1. Go to Community > Contacts and type the member's name in the search bar.
2. Click the eye icon to view the details.
3. On the member's profile, click the Memberships tab.
4. This page lists all transactions made through a Membership Campaign. Simply click the eye icon to go directly to the relevant transaction.

Recording a single payment

You're on the last page of the membership registration. The platform prompts you to enter the payment status — here's how:

• Fill in the "Payment Method" and "Bank Account" fields.
• Click the "Save" button in the top right corner of the page.

Setting up installments when registering a member

You've just added a member to your active Membership Campaign. They owe $5 but only have $3 on them.

Check the "Deferred Payment" and "This payment has already been received" boxes, then enter the amount paid — $3 — with today's date:

If you'd like, you can also add a future payment installment — for example, one month from now — by clicking "Add an installment."

Then click Save. In the transaction details, you'll see that the member still owes $2.

For upcoming payments, do not check "This payment has already been received" — unless you've already received a check that you'll deposit later.

Note: If you receive all the checks for an installment membership upfront, check the "This payment has already been received" box for each check you have in hand. You can then record each check deposit as it occurs using the Deposit Slip feature in the accounting module.

Adding installments after the membership has been recorded

You may need to set up installment payments after the fact. You can do this directly from the registrant list of your Membership Campaign.

• Click the eye icon on a membership entry to view its details:

• Then click "+ New" to enter a payment:

• A window opens — click "Add a payment":

• Enter the payment details and click "Save":

• The membership is now fully paid.

Book entries are updated automatically as soon as you enter the payment information.

How to correct an incorrectly entered payment

If you entered an incorrect amount when recording a membership payment, you can correct it by clicking the "+New" button:

Find the payment entry you want to correct and click "Edit":

Enter the correct amount and click "Save":

Go further:

• Recording discount vouchers (ANCV, Pass'Sport, etc.)
• Payments by vacation check and ANCV