Recording offline instalment payments

Helpdesk -

There are two scenarios in which a member is likely to pay for an instalment 'offline'.

The first is when a member receives a payment request from the system, bumps in to you down the club and has a fistful of notes they thrust in to your hand.  At this stage, the system doesn't know the member wants to pay by instalments so in order to record that, go to the members record and select View outstanding payment requests.  In the page that loads there is an option Member opted to pay by instalments - select this and the instalment schedule will appear for you to record payment against.

The other scenario is where the member has paid the first instalment online but wants to pay future instalments 'offline'.  To record this, go to the members record and click on View outstanding payment requests, then select the option Include future instalment requests - a list of future instalment requests will appear for you to record payment against.


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