This process is followed after monthly payments have been sent to Ezidebit for processing.
Reconciled payments are applied to the member's invoice and can be viewed in Payments.
- Select the Financials (XClub - Invoices) icon from the main menu
- Select the Payment Plan tab
- Enter the Due Dates
- Select the Payment Method from drop down menu i.e. Ezidebit or Direct Debit
- Select (highlight) the payments in the list that are coloured green
- Select the Reconcile icon (Tick) located top right of screen
- From the window click on Selected to reconcile invoices