Financials Module: Record Payments

Payments towards Obligations/Pledges can be logged 3 different ways; by the Member themselves paying online through a connected Payment Processor, the Receive Payments Page of the Financials Module, or by Recording a Payment in an Individual Member's Ledger Page.

Directions on how to log a Payment in a Ledger Details Page are listed below.

How to Record/Log a Payment

1. Go to the Financials Module: Ledger Details Page
2. Search for the Member you want to log a Payment for
3. Click the "Details" button next to the desired Member
4. Click the "Record payment" button
5. Enter the Payment Details:
   1. The Date Received field defaults to today's date. Click in the field to change the date if necessary.
   2. Amount
   3. Select the Payment Method from the drop-down list.
   4. Reference Number.
   5. Click in the Memo field to add any additional notes.
   6. Enter in the Amount applied to each Obligation/Pledge in the Payment field.
      *Note: If you received one Payment to cover multiple Obligations/Pledge, enter the Amount you are applying to each Obligation/Pledge white box.
      For Example: Jane gives you a check for $225. $150 should be applied to one Obligation/Pledge and $75 should be applied to the other Obligation/Pledge.
6. Click the "Save" button.