This guide will step you through the process of marking an invoice as paid within Member365 when the payee has not paid online with their credit card.
Find The Correct Invoice
1. Log into your Member365 administrator account.
2. From the admin dashboard, hover over ‘Financial‘ in the navigation bar and click 'Manage Invoices' from the dropdown menu.
3. This will bring you to the Financial Management page with all of the invoices. Using the search bar or the list, navigate to the invoice you would like to process manually.
Process The Payment
4. Click on the invoice number to open the invoice.
5. Scroll to the bottom of this page, and click the blue ‘Process Payment‘ button.
If Paid By Credit Card, Offline
1. If your payee has paid their invoice by credit card through a physical terminal, sending you their card information, or any other means that isn’t your online payment gateway – Click ‘Credit Card (Offline)‘
2. Make any necessary comments (optional), then click ‘Continue’ in the resulting window.
The invoice will be confirmed marked as "Paid" with the message shown in Step 6, below.
If Paid By Check
1. If your payee has paid their invoice by cheque, click ‘Check‘ in the ‘Mark Invoice as Paid’ window.
2. Input the check number and date received into the ensuing window, and click ‘Continue‘
3. You can send your payee confirmation of check payment ('b)' above), or simply mark the payment as paid ('a)' above).
NOTE
If you select option 'a)' above, you'll be taken to the confirmation message in Step 6, below. If you select option 'b)' above, you'll be taken to the following page where you'll need to click 'Send':
If Paid By Cash
1. If your payee has paid by cash, click ‘Cash’ in the ‘Mark Invoice as Paid’ window.
2. In the following screen, input any comments you might have about the payment, and continue with or without sending your payee a confirmation email.
IMPORTANT
If you see "Email Transfer" instead of "Cash", the process is the same - you just have it named differently. If you'd like to learn how to rename this option, please contact support.
Confirming "Marked as Paid"
6. Once you have completed one of the above processes, you will be brought back to the invoice and see the following message in a green box across the top:
Congratulations, you’ve marked this invoice as paid!
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