To enter a payment, you must have "Full Access" or "Limited Access - Financials" permissions.

Although invoices are paid online by a member, invoicing allows you to record offline payments or submit online payments on behalf of members in case they want to pay via credit card in person or over the phone.

Enter an Offline Payment

  1. From the left navigation menu, click Financials > Invoicing.

  2. Find the invoice you want to credit, then click on the invoice Sale ID number.

  3. In the top-right corner, click Pay Offline.

  4. Enter the amount paid, type of payment, and a note for your own records.

  5. Click Add Offline Payment.

Enter an Online Payment on Behalf of a Member

  1. From the left navigation menu, click Financials > Invoicing.

  2. Find the invoice you want to credit, then click on the invoice Sale ID number.

  3. In the top-right corner, click on the three dots [...]

  4. Click Pay Online.

  5. Choose desired payment option.

  6. Click Proceed to Checkout.

  7. Enter the billing information and click Pay.

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