Manually Paying an EFT

Can I manually pay any EFT?

Yes, you can manually pay any EFT that is in a Not Billed state. However, all payments prior to the selected EFT that have a status of Not Billed, Error, or Suspended must also be reconciled. A prompt will appear if this needs to occur. The exception to this are payments that have been in a Pending state for longer than two weeks; those payments can also be manually paid.

Will the client still accrue a package after a manual payment?

Yes. If the membership's Recurring Fee is configured to accrue a package, then payment of a scheduled EFT or manually inserted bill will trigger the accrual accordingly.

To manually pay an EFT

  1. Locate the client in Membership Manager.
  2. Select the Payments tab.
  3. Select a membership to view from the drop-down. The payment details for that membership appear in the Membership Recurring Payment Schedule section.

Note: The Fee fields are informational only and cannot be edited in this screen. Membership fees can be edited via the Membership definition, but note that changing a fee in the definition does not change the fee for memberships that were already sold.

  1. In the Membership Recurring Payment Schedule section, locate the payment. You can sort by Payment Date, if needed, by selecting that column header.
  2. Select the desired payment row. The action buttons above become enabled.

  1. Select Manual Pay. A confirmation message appears.
  2. Select Yes, and then complete the transaction at the register. Once the transaction is complete, you will be brought back to Membership Manager.