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Processing Payments

Accept and record payments from your members.

Payment Methods​

Online Card Payments​

Members can pay directly:

  1. Open invoice email
  2. Click "Pay Now"
  3. Enter card details
  4. Confirm payment
  5. Receive receipt

Bank Transfers (EFT)​

For manual bank payments:

  1. Member pays to club account
  2. Use invoice reference
  3. Staff records payment
  4. Payment allocated to invoice

Cash/Cheque​

For in-person payments:

  1. Receive payment
  2. Go to member's invoices
  3. Click "Record Payment"
  4. Enter amount and method
  5. Print receipt if needed

Recording a Payment​

  1. Find the invoice
  2. Click Record Payment
  3. Enter:
    • Amount received
    • Payment method
    • Reference number
    • Date received
  4. Save

The invoice status updates automatically.

Partial Payments​

For payment plans:

  1. Accept partial amount
  2. Record as payment
  3. Invoice shows remaining balance
  4. Member can pay rest later

Refunds​

To refund a payment:

  1. Find the original payment
  2. Click Refund
  3. Enter refund amount
  4. Select refund method
  5. Process refund
  6. A credit note is generated

Payment Reports​

Track payments with:

  • Daily/weekly/monthly summaries
  • Payment method breakdown
  • Outstanding balance report
  • Aged debtor report