Prepaying a Dues Payment

The Pay EFT feature allows a client to prepay one or multiple dues payments.

1. Click on the toolbar.

The Appointments for window displays.

2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

3. Right-click on the client's name and select Edit View/This.

The client's profile displays.

4. Click Edit.

5. Click Membership.

The Membership Maintenance window displays.

6. Complete the following based on the scenario:

• Prepay one dues payment

  1. Select the dues payment.

  

  2. Click Pay EFT.

  The Manual EFT Payment window displays.

  3. Select an employee in the Sold By field.

  4. (Optional) Select Print Receipt to print a receipt for the payment.

  5. Click Ring-up.

  The Payment Types window displays.

  6. Collect payment for the balance due as normal.

  Once you finalize the transaction, the status of the payment changes to PAID.

  

  7. Click Ok.

  8. Click Save.

   

• Prepay multiple dues payments

  1. Select the dues payment furthest in the future.

  

  2. Click Pay EFT.

  The Manual EFT Payment window displays.

  3. Make sure you have the correct dues payments selected and adjust if necessary.

  4. Select an employee in the Sold By field.

  5. (Optional) Select Print Receipt to print a receipt for the payment.

  6. Click Ring-up.

  The Payment Types window displays.

  7. Collect payment for the balance due as normal.

  Once you finalize the transaction, the status of the payments changes to PAID.

  

  8. Click Ok.

  9. Click Save.

   

related links

Waiving a Dues Payment