Manually Add Payment Details

Add Payment Details Manually

Payments for transactions can be manually recorded by the association if payment was not submitted through the online payment gateway. This may be the case if the association does not provide an online payment gateway, or the member does not wish to submit their payment over the Internet. Instead, the member may prefer to pay in cash, cheque, or EFTPOS. These details can be recorded by the association through the following steps:

By Association

1. 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.
2. Open the member's record.
3. 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.
   
   
   
   
4. To view the transaction, you may need to filter for ‘Unpaid‘ transactions using the Filter option.
   
   

The unpaid transactions will appear. You have two options for processing a payment – ‘Make a Manual Payment‘ or ‘Pay via Online Credit Card Gateway‘.

To make a manual payment:

1. From the member's list of transactions, select the transaction that you would like to record a payment for by ticking the Add box corresponding to that transaction.
2. Click on Make a Manual Payment.
   
   
3. The Manual Payment fields will appear. Enter the payment details and click on Submit Manual Payment.
   
   

The other option - Pay via Online Credit Card Gateway – allows a credit card payment to be processed on the member‘s behalf. The association must have an online payment gateway set up in order to process the payment, and will require the member‘s credit card details.

By Club

Both the association and club can pay via Online Credit Card Gateway only. For this to be available the association must have an online payment gateway set up, and the association or club will need the member‘s credit card details.

Once a payment has been manually processed, the member‘s transaction will be flagged as ‘paid‘. Select Paid from the filter drop down box and click on Filter to view all paid transactions.