To manually add a transaction to a member‘s record:
The first step is to locate the member you want to record the transaction for. From the Association menu click on the search icon and locate the member you want to add a transaction for.
Open the member's record.
In the menu bar on the left hand side, click on Transactions under the name of the member. A list of transactions for that member will appear.
Click on Add Transaction in the top right hand corner.
The following screen will appear, allowing you to enter the new transaction details:
Select the product purchased from the drop down box (if the product is not in the drop down list, you can add it through Products in the databae configuration area).
Select the quantity.
Select whether the product has been delivered (optional).
Add any additional notes in the 'Notes' field (optional).
Click on Update Member Transaction.
The transaction has now been created and will appear on the member’s main transaction page.
and locate the member you want to add a transaction for.
