There are three different ways to pay a membership:
Pay Next Due Instalment
Pay Specific Amount
Pay Specific Items
All of these options are located under the Pay drop down menu on the ribbon.
Once the payment has been added to a batch, approve the batch before the payment can be marked as Complete.
Pay off a membership
Select the relevant membership record.
Click the Pay dropdown arrow and select one of the following options:
Pay Next Due Instalment - check the instalment amount and instalment date are correct and click OK.
Pay Specific Amount - enter the payment amount that is to be paid.
Pay Specific Items - select the relevant fee(s) from the list and click on the Select button. Check the total payment amount is correct and click Yes.
Select the batch the payment will go into or create a new batch using the New button at the bottom of the picklist menu.
Amend the Payment Type or Date of Payment if needed.
Click OK.
Click Yes to view the payment at this stage.
Click the button against the instalment on the Payments tab and select Go to Batch.
Click the Batch ID hyperlink on the Details tab.
This will open the Batches form.
Click the Approved workflow stage.
When back on the Payments tab on the Memberships form the payments will be marked as Complete.