Multiple Payments/Charges/Credits - unreported feature!

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  • Updated 7 years ago
Just thought I would share this as it does save a bit of time.

If you have to assign multiple credits, payments, charges to a member manually there is a little "feature" that may be useful. This works at the moment, no guarantee it will always work but nice to know.

When you create a manual payment, credit, charge etc, if you fill in all the details, you are then given the option to POST, or POST and ADD ANOTHER. If you select the latter, POST and ADD ANOTHER, the screen posts the current payment, then clears the details.

BUT, if you then click Backspace on your keyboard, the previous Member, Account, Date and Note are re-displayed. You then simply update the value and change any detail. This saves you having to lookup the Member and the Account and also allows you to tweek the date and note.

We use this if we have had to either manually assign monthly charges or credits when a member decides to switch to monthly payments after the annual fee or vice verca, when they have already had the charge(s) applied to their account.

Like I say, a little obscure but if you are using the Accounts package a good to know that can save quite a bit of time!
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Luis Silva

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  • thankful this has saved me lots of time

Posted 7 years ago

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