How can I reach the payment record to be edited?

  • After entering the User / Company profile, you can find the payment record you want to edit in the Membership Dues section and go to the payment editing page by clicking Operations > Edit.

  • From the menu on the left, you can access the dues statements of the people in the Membership Dues > Payments & Debtors > Payments section. You can be directed to the payment editing page by clicking the Operations > Edit button on the right side of the relevant person. In addition, when you click the Show History button, the Edit button next to the dues transactions will do the same.

  • Alternatively, you can access the dues statements of people from the Membership Dues > Payments & Debtors > Debtors section from the menu on the left. If you press the Show History button on the right side of the relevant person, you will see the current account movements of the person. You can be directed to the payment editing page by clicking the Edit button next to the payment transaction here.

How Can I Edit?

You can make changes by clicking on the information under the Payment Information heading.

Do not forget to click the Save button below after you are done.

How can I make the dues refund?

  • After entering the User / Company profile, you can find the payment record you want to edit in the Membership Dues section and click Operations > Make Refund.

  • You can return the payment by clicking the Operations > Make Refund button to the right of the transaction you want to refund from the Membership Dues > Payments & Debtors > Payments section from the left menu.

  • You can refund the payment by clicking Make Refund button at the bottom of the due payment editing page.

When you press the Make Refund buttons, you will see a final warning to confirm the transaction. If you approve, the transaction will be refunded.

Warnings About Editing Payments

  • Payment date and payment amount fields cannot be changed in card transactions.

  • Card transactions cannot be deleted. If the card transaction has not been refunded, you will see the Make Refund button instead of the Delete button. This button will not appear if the transaction has already been refunded.

  • Dues payments converted into donations cannot be converted into membership dues again.

Did this answer your question?