Sales
To add a client's payment to a purchased membership
- Clicking “Save” while adding a membership, you are directed to the membership payment invoice where you can input the payment details.
- In case you wish to add the payment later on, you can head over to the invoices in “Sales” where you can add the payment from Sales > Manage Invoices and you will find the invoice created in the invoices list with the client’s name.
- For more information on adding a payment in an invoice, please check the tutorial “Adding a Payment in an Invoice“.
- In case you wish to add the payment later on, you can head over to the invoices in “Sales” where you can add the payment from Sales > Manage Invoices and you will find the invoice created in the invoices list with the client’s name.
- Input the payment information
- Method: Select the payment method from the drop-down menu.
- Cash
- Cheque
- Bank Transfer
- Cash on Delivery
- Amount: By default; the membership cost amount.
- Date: Select the date of payment.
- Payment Status: Select the payment status, by default; completed.
- Collected by: Name of payment collector.
- Ref No: Input the invoice reference number.
- Payment Details: Input payment-related details.
- Receipt Notes: Input receipt notes.
- Attachments: Add an invoice-related attachment.
- Method: Select the payment method from the drop-down menu.
- Click the button “Add Payment“.
- Once the membership is paid, you will find the memberships in the active subscriptions list from Memberships > Manage Subscriptions.