Documentation
Documentation

Processing List Payments

The list payments feature allows you to apply a payment for dues products (membership dues and subscriptions) to a list of individuals that share a Bill To contact. For example, if a company sends in a dues payment billed for their employees that are members of your organization, you can apply that payment to each individual record from a single page.

Dues products billed to the company will appear in the list based on the following criteria:

  • The company record is assigned the company member (CM) Member Type
  • The company’s ID is either:
    • Entered in the Bill To ID field on the individual’s Financial tab (from Customers, select Manage customers, find the customer record, and select the Financial tab)
    • Entered in the individual’s subscription Bill To field (from Customers, select Manage customers, find the customer record, select the Billing tab, and create or open a subscription)

To process list payments

  1. From Service Central, select Enter and edit payments.
  2. Click New.
  3. Accept the default date or enter another value.
  4. Enter an Id or click the Find icon to select a company ID.
  5. Press Tab to populate the Enter and edit payments window.
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Note

The items in the list vary depending on whether they are billed as cash dues or accrual dues. A cash dues billing list includes the balances for each individual. An accrual dues billing list only displays a single balance and line per billing type, regardless of how many individual records were billed against the company ID.

  1. Enter the Pay Amount.
  2. Apply the payment in one of two ways:

  • Select Auto-apply to automatically apply the Pay Amount

  • Select the Pay checkboxes to choose line items to be paid

  1. Click Save.

The window is updated to only display the paid items.