Members

Apply a Different Payment Method to a Payment Plan Instalment
Request: How to apply a different payment method received from a member who has a payment plan  Note: Selecting the Pay short cut on a scheduled payment wi...
Mon, 19 Mar, 2018 at 8:15 AM
Apply a Payment - Member Record
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...
Mon, 14 May, 2018 at 3:49 PM
Build a Search Template
When you first select Members from the main menu, you will be presented with the Search window. The Saved Searches screen will appear with All Customers / M...
Thu, 21 Jun, 2018 at 1:12 PM
Change a Group of Members from Active to Inactive
Once the process is complete, the members will have a status of Inactive in XClub and will not be able to access the MiClub website (if integration is enabl...
Mon, 20 Nov, 2017 at 11:25 AM
Change Payment Type Applied to Invoice
Quick Process This process is used when a payment cannot be deleted. Not recommended for Clients with General Ledger integration. Create a new Charge...
Mon, 20 Nov, 2017 at 11:27 AM
Change Membership Type and Create New Invoice
Change a member's Membership Type and create a new invoice. In this example the data base Pro Rata feature is enabled. Step-by-Step Process S...
Wed, 3 Jan, 2018 at 8:44 AM
Create and Apply a Credit Invoice
This process is used to apply a credit invoice to an existing invoice.  The reasons to apply the credit invoice may include; the member has resigned, c...
Mon, 20 Nov, 2017 at 11:28 AM
Create a New Member and Invoice
Quick Process Select Members from the main menu, close search window Select Add New Member icon (located bottom left of screen) Enter the new members pe...
Mon, 14 May, 2018 at 3:43 PM
Create New Membership Type
Create a new default Membership Type. Note: you must have one member with the new Membership Type applied to their member profile for the Membership type t...
Wed, 18 Apr, 2018 at 9:38 AM
Create 'One Off' Invoices
Create 'one off' invoices for an individual or multiple members. Quick Process Search for the member or multiple members to be invoiced S...
Mon, 20 Nov, 2017 at 11:29 AM