Post Automatic Payments
Previous  Top  Next

If you have members who pay their subscriptions by automatic payments you can set this up in the member details. This will enable you to post these without having to do individual receipts.

·If you are running a fully integrated system at the time of payment. See Receipting for the effect.  

·If you are running a fully integrated system at the time of invoice. See Receipting for the effect.  

·If you are non integrated. See Receipting for the effect..  

To set this up all you need to do is enter the payment amount, the next due date, the last due date if applicable and whether it is monthly, fortnightly, or weekly. To get a list of all next payments due go to the more reports menu.

To post the automatic payments
This can be done two ways
1.From the membership menu select the 11th item down 'Post Automatic Payments' and the following screen will appear.  
automatic payment upto
This is where you set the date and for integrated systems the bank account number. Then click on the green tick, the following prompt will appear which you then answer yes or no. If you answer yes then the payments will be processed.  
automatic payment prompt  
 
2.From the General Ledger Menu