The Payments screen can be accessed by selecting "Financial > Add Payments" from the menu.
This section is open to anyone logged into groupable|m2 in any of the following roles: Secretary, AssistantSecretary, ActingSecretary.
To use this screen, begin by typing at least the first three letters of first or last name of the person for whom you wish to record individual Dues Owed or Payments Received.
If the person has a space in their last name and their name begins with fewer than two (2) letters (ie: "le," "Mc," etc.) you will use their first name to find them.
Once a person is selected, you can enter new payments for the person, view and edit their outstanding dues and view their payment history.
To enter a Payment, click the Green Plus Symbol to the right of the Payment History Section.
TO ENTER DUES PAYMENTS, YOU MUST ALWAYS USE The DEFAULT "DUES" income category. The use of any other income category will not apply a Dues Year or receive Dues Owed.
WePay Payments are automatically entered in the Member Payment History.
- Enter Non-Member Donations, Rental/Tenant Payments, any any other income from this screen as well.
- Add a Contact for a Non-Member person to your Local Group when they make regular payments or donations to you, or you can use the catch-all Non-Member Guest person for these transactions.