Financials-Invoices

Adjustment for an Incorrect Payment
Adjustment for an Incorrect Payment made on an Invoice. The best way to manage this adjustment is as follows; *Be sure to make notes on all adjustments...
Tue, 14 Aug, 2018 at 2:49 PM
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...
Tue, 14 Aug, 2018 at 2:01 PM
Apply a Different Payment Method to a Payment Plan Instalment (MiClub XClub)
Step-by-Step Process Select the Members Account Tab Select the Invoice that has the payment plan Select the Edit Tool (spanner) next to the inst...
Thu, 9 Aug, 2018 at 8:56 AM
Apply a Payment - Financials (Invoices)
Quick Process Select Invoices icon from main menu To refine list of invoices; Check Over Due Only box  Enter an Issue Range  Select Membership ...
Tue, 21 Nov, 2017 at 7:45 AM
Apply a Payment - Member Record (MiClub XClub)
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...
Tue, 14 Aug, 2018 at 2:02 PM
Apply Banked (Unapplied) Credits to an Invoice
Solution XClub V1.0.27 Quick Process Select Member Invoice tab Select (highlight) invoice the banked credit is to be applied to Click mouse in the ...
Mon, 8 Jan, 2018 at 9:04 AM
Apply Unallocated / Advance Payments (MiClub XClub & XClub)
When applying Unallocated/Advance Payments through the Financials/Invoice area of XClub, the payments will auto apply to the invoice with the most days outs...
Thu, 9 Aug, 2018 at 9:05 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...
Fri, 3 Aug, 2018 at 3:17 PM
Change Payment Method Applied to Invoice
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 Clie...
Fri, 2 Nov, 2018 at 1:45 PM
Create an Advance Payment
Quick Process Search for the member Select the members' Account tab Select the Payment icon Select Yes to make a payment in advance Enter the pay...
Fri, 14 Sep, 2018 at 9:54 AM