Adding a Payment for Individual Membership Dues

You can add a payment for individual membership dues from the Individual Profile, Membership tab.

To add a membership dues payment:

1. Go to the Individual Profile.
2. Select the Membership tab.
3. On the Dues Orders child form, click the Go To  arrow next to the Order Number.

4. On the Member Profile page, click the Go To arrow next to the Financial Order Number.

5. On the Order page, the Total Due shows the amount due. Click the Add Payment icon.

6. On the Payment Wizard page, make sure the membership dues order is selected.
7. Click the Next button.

8. On the Payment Information page, enter the payment information (e.g., credit card information).
9. Click the Next button.

10. Select the address to be billed for this order on the Billing Information page.
11. Click the Next button.

12. Review the Payment Details and click the Pay Now button.

13. View the Payment Confirmation page.
14. Click the Make Another Payment button to begin the payment process again (for this order or another order.)
15. Click the Printer Friendly Version to view a preview of the order confirmation.  You will have the option to print the confirmation on the preview page.
16. Click the Done button if you are finished processing payments.

On the Individual Profile, because the order is now paid, you will no longer see the membership on the Dues Orders child form. The membership information now displays on the Membership child form.

Note: You can click the Go To Record arrow next to the Membership Order Number to go to the Member Profile.

 

If you make any changes to the member status, the information will display on the Membership Log child form.