This process is used in XClub V1.0.28 or MiMembership V2.0.2 to V2.1.8 when a payment cannot be deleted, reversed or cleared.
Not recommended for Clients with General Ledger integration.
Quick Process
- Create a new Charge Type i.e. Account Correction or Payment Correction
- Create a new Payment Method i.e. Payment Correction or Payment Reversal
- Search for member
- Select the member Account tab (XClub - Invoice)
- Create a new invoice using the new Charge Type for the amount that was paid incorrectly
- Apply a payment to the new invoice
- Select the new Payment Method
- Enter payment amountÂ
- Select OK
The new Charge Type and Payment Type will appear in the reports for;
- Charge Type, Invoiced/Payments
- Payment Methods, Paid Invoices
Step-by-Step Process
Create correction invoice
- Select the member Account tab (XClub - Invoice)
- Select create a new invoice icon
- Delete the default Charge Types that appear in the invoice (click on the red x)
- Select the Add Charges icon
- Select the Account Correction or Payment Correction Charge Type
- Optional: enter a note/description
- Enter the payment amount
- Select OK
- Select Create
Apply corrected payment to the new invoice
- Select the member Account tab (XClub - Invoice)
- Select the invoice with the correction
- Select Payment icon
- Select invoice number
- Select correction Payment Type from the drop menu
- Enter the payment amount
- Enter in notes the reason for the payment correction
- Select OK
Note: To print a report of the corrections, select Reports from the main menu, select Charge Types Invoiced or Payment Methods Paid Invoices, enter date range and select Preview
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