There are two methods you can use to enter a members payment of optional dues, the only difference between the two methods are the first 3 steps of both. The rest of the process remains the same for both methods.
|1.||You can use the "Filter" or "Find" buttons located on the left hand vertical tool bar to locate the specific member record that you are entering optional dues for.|
|2.||Next you can click on the red "Dues and Fees" button located on the middle right hand portion of the "Members Edit" screen as shown below.|
|3.||Click on the the "Regular Dues Payments" button.|
|1.||Click on "Post Dues" on the Members Edit screen. The Dues Payment dialog box displays|
|2.||In the Search for box, enter the dues paying member’s number. Click on Edit.|
4 through 8
are the same
for both Methods
|3.||The member’s dues payment screen displays. Note the Optional Dues box. This list was created when you created Optional Dues on the Reports screen.|
|4.||Click on the box(es) for the Optional Dues paid by this member. (Check box is located to the left of description)|
select the payment amount for the dues you are recording then change the amount
|5.||Click on the "One Year" button to record the dues payment for the coming year or you can click on the "Six Months" button to record payments for six months.|
|6.||A window will appear showing the amount to be posted, verify check amount to make sure it reflects this amount.|
|7.||The screen closes and returns to the Members Edit screen. On the Dues Payment dialog box, click on Close.|
You can verify your payment record or view a list of payments see below See Also
Suggestions or bug reports about the CLMS product or help can be emailed to CLMS Helpdesk.
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