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 amount 
  • 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