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How To Access Post a Payment
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You can access Post a Payment from three locations in the Club Advantage software.
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If you don't know the members Account Number you can select the Magnifying Glass icon next to the Account Number field. The Search overlay will appear, allowing you to search for the member in question.
Member Search
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This is the Member Search overlay:
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You can search for the member using the following:
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Once you have placed information in any of the Search Criteria fields click on Search.
Member Search 2
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When you hit Search all of the search results regarding your criteria entered will appear. Once you have found the account you are looking for Click on that persons name to select them.
Payment Screen
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Unpaid or Partially Paid Invoices
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After selecting the members name all amounts that are due on their account will appear under the Non/Partial Unpaid or Partially Paid Invoices Tab. You will also see some of the members basic information including the Current Balance Due.
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To start posting a payment onto a members account you will need to type the total amount they are paying under the Pay Amount field off to the left.
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You are now ready to confirm the payment. Run your mouse to the Confirm Payment button and Click on it.
Confirming the Payment
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You will be forwarded to this screen:
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This screen is to review the Account Number, Payment Amount and Payment Method along with the Invoices you are processing one last time.
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If the member does not have an email address on file you will need to enter it in “To" section, to send it to them.
Completed
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Once the transaction is completed you will be forwarded back to the main screen of Post a Payment, where you can choose to post another payment on a members account.
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