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Accepting Payments

Taking Payments in Shape

Memberships

1.  From Quick Reports -> Open Balances.  Enter the Member's name and Search.  Click on the Quick Pay link under Actions column.  Continue to POS screen.

2.  From Quick POS -> Apply Membership Payment.  Enter Member name and Search. Select the link to 'Apply Payment'.  Override the amount of the payment or Continue to POS screen.

3.  From Quick Functions -> Memberships.  Enter the Member's name and Search.  Hover over Membership Actions then click the Payment button.  Override the payment amount or Continue to POS screen.

4.  From the Home Screen Search.  Enter the Member's name into the magnifying glass and click the Search button.  Click the Details link next to the appropriate Member.  Click the Payment button.  This payment method is especially good for Members who owe for more than one category.  Each amount owed can be overridden.  Continue to POS screen.

Services

1.  From Quick Reports -> Open Balances (Services).  Enter the Member's name and Search.  Click on the Quick Pay link under Actions column.  Continue to the POS screen.

2.  From Quick POS -> Apply Services Payment.  Enter Member name and Search. Select the link to 'Apply Payment'.  Override the amount of the payment or Continue to POS screen.

3.  From Quick Functions -> Services.  Enter the Member's name and Search.  Click the Payments link in the Actions column. Override the payment amount or Continue to POS screen.

4.  From the Home Screen Search.  Enter the Member's name into the magnifying glass and click the Search button.  Click the Details link next to the appropriate Member.  Click the Payment button.  This payment method is especially good for Members who owe for more than one category.  Each amount owed can be overridden.  Continue to POS screen.

Point Of Sale

1.  From Quick Reports -> Open Balances (POS). Enter the Member's name and Search.  Click on the Quick Pay link under Actions column.  Continue to the POS screen.

2.  From Quick Functions -> Members.  Enter the Member's name and Search.  Click on the POS Manager link under the Actions column.  Click the link for 'Pay Item'.  Continue to POS screen.

3.  From the Home Screen Search.  Enter the Member's name into the magnifying glass and click the Search button.  Click the Details link next to the appropriate Member.  Click the Payment button.  This payment method is especially good for Members who owe for more than one category.  Each amount owed can be overridden.  Continue to POS screen.

 

 

 

 

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