There is multiple ways to apply a member payment in XClub. This is how to apply the payment in the members record.
Quick Process
- Search for the member
- Select the members Account tab (XClub = Invoice tab) located top of screen
- Select the invoice you want to receipt payment against
- Select the Payment icon (located top right of screen, middle icon - blue cards)
- A window will open, select the invoice number you are paying
- The payment window will open
- Select payment method from the drop down menu, confirm payment total is correct (adjust if necessary by over typing the amount)
- Select OK
Step-by-Step Process
- Search for the member
- Select Members icon from the main menu
- From within the Customer Search window select Name Search tab
- Enter the member name
- Select search icon (binoculars)
- Select the member from the member search list
- From the member List View screen, select the Account tab located top of screen
- Select the invoice you want to apply the payment to
- Select the Payment icon (located top right of screen)
- Select the invoice number you are paying
- The Invoice Payment window will open
- Select payment Type from the drop down menu, confirm payment total is correct (to adjust the amount, over type the default amount)
- Change the Payment Date as required
- Optional: Enter any notes you want to make regarding the payment in the empty field provided
- Click the red cross if you want to update the members default Payment Type or to Print Receipt
- Select OK
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