Paying a Membership Fee

The system allows you the ability to “add a membership for a client” with the expectation to settle the value of this membership separately later on, through “add a payment process” from “Invoice Management“.

Paying a Membership Fee

1. From the main menu, click on “Sales“.
2. Click on “Manage Invoices“.
3. Click on the invoice that the system automatically generated when adding a membership for a client.
   • For more details on how to add a membership for a client, refer to the guide “Adding a New Membership“.
4. Click on the “Add Payment” button located at the top of the selected invoice data.
5. Enter the payment information as follows:
   • Payment Method: Choose the agreed payment method with the client from the dropdown menu.
   • Amount: Enter the amount that the client will pay.
   • Date: Select the payment transaction date from the calendar.
   • Payment Status: Choose from the dropdown menu the payment status: Completed, or Incomplete, or Pending, or Failed.
   • Collected By: Select the employee responsible for collecting the amount from the client.
   • Ref No: Enter the identifier number for the transaction.
   • Payment Details: Enter the specific details about the payment process being conducted.
   • Receipt Notes: Enter any notes related to the payment receipt, if available.
   • Attachment: You can attach any files related to the payment transaction by clicking the “Choose File” button.
   • Treasury: Select the cashbox where the amount will be collected to.
6. Click on the “Add Payment” button to complete the process.

• After successfully adding the payment process, the system will change the membership status to “Active“, and it will automatically calculate the membership expiration date based on the duration specified in the package.