Members and memberships
Collect an amount and check the receipt
Record actual money received against the correct member obligation.
The tour highlights tools and explains them. You enter data and confirm any operation yourself after closing the tour.
Before you begin
Identify the member, membership and unpaid balance. Check existing receipts to avoid duplicate collection.
How to do it
Find the balance
Search the member or open the relevant membership from the balances list. Verify the member code, amount due and previous collections.
Enter the actual amount
Use the collection action available for that obligation. Enter the amount actually received and stay within the displayed balance.
Method, date and reference
Review the payment method, collection date and any reference or note. Check the record once more before confirming.
Review the receipt and balance
After saving, open the receipt and confirm the amount and member. Verify the remaining balance and the entry in collection history.
Check the result
A single intended receipt is recorded and the remaining balance reflects that collection.
Useful guidance
Check history before repeating an operation after a slow response; a delayed screen is not evidence that nothing was saved.