Receive Payments

  1. Click the Financials drop-down menu.
  2. Select the Receive Payments link.
  3. Select a financial obligation from the Receive payments list.
  4. Enter the batch dollar amount you want to record.
  5. Click the Set amount button.
  6. Click the Type drop-down button to select cash or check payment type.
  7. Click the Set type button.

NOTE: The Clear default amount from form and Clear default type from form buttons will reset the form. Changes will not be applied.

Update the payment type:

  1. Scroll down to the member.
  2. Select the Check or Cash option in the Type column to switch the payment type.
  3. Use the Reference field to record check numbers or any additional information necessary.

Update Amount paid:

  1. Scroll down to the member and click in the Amount paid field.
  2. Enter the desired information into the currency field.
  3. Click the Save payment information button.