Manual Dues - Payment By Check

Assuming that the user's account has already been setup, receiving a payment by check requires: 1) generating an dues order, and 2) registering the payment.

  1. Generate a dues order
    1. From the Dues menu, choose Create
    2. Select "Search for an Existing Customer" and search by the exact email or the user making the payment (image1)
    3. Select the new account and choose "Create Order" (image 2)
    4. Under products, select the appropriate dues level and click "Add" (image 3)
    5. You may adjust the cost of the dues level, if necessary (image 4)
    6. You can add an administrative comment to document the changes you are making (image 5)
    7. Click Submit Changes to save the new dues order
    8. From this point, you can access a Dues Invoice to send to the new user if they have not yet paid.
  2. Register the dues payment
    1. Assuming the user has paid their dues, next click the Payments tab for the order you have created
    2. Choose the payment type and amount (image 6)
    3. Click ENTER
    4. On recording the payment, the user will be granted the required membership role.  An email notification and receipt will be automatically sent. (image 7)

 

Image 1, Step 1.2: Search results in the order creation page.  Search by email address and select the email of the new account you have created.

Image 2, Step 1.3: Once the correct account is selected, choose create order

Image 3, Step 1.4: From the order page, select "Add product", select the appropriate dues level, and add it to the order.

Image 4, Step 1.5: A new line item for the order will appear.  You can adjust quantity, price, etc.  Don't adjust the SKU.

Image 5, Step 1.6: Add a comment to indicate that this order was created manually.

Image 6, Step 2.2: Enter the type and amount of payment received.

Image 7, Step 2.4: You will see a confirmation that the user has been granted a new role and it's new expiration date.