Apply a Payment - Financials (Invoices)

Modified on Thu, 19 Mar 2020 at 09:48 AM

Quick Process

Select Financials icon from main menu
Select Invoices tab
- Optional: To refine list of invoices use the filters;
  - Check Over Due Only box
  - Enter an Issue Range
  - Select Membership Type from drop down menu
Select Invoice to pay (highlight member in list)
Select Pay icon (located top right of screen)

Invoice Payment window will open
- Select Payment Type from drop down menu
- Enter Amount paid
- Change Payment Date, if required
- Select OK