How to record one or more payments for a membership?

To record a membership payment (single or installment), find the relevant membership in the member's profile, enter the payment method and bank account, then save. This feature is designed for administrators who collect membership fees offline (check, cash, wire transfer).

In this article:

• How to find a specific membership?
• How to record a single payment?
• How to set up an installment payment at sign-up?
• How to add an installment after the fact, once the membership has already been recorded?
• How to correct a payment that was entered incorrectly?

How to find a specific membership?

1. Click Community > Contacts, then type the member's name in the search bar.
2. Click the eye icon to open the contact's detailed profile.
3. Select the Memberships tab.
4. Click the eye icon for the transaction you want to view.

The details of the selected membership are displayed, including the amount paid and the remaining balance.

How to record a single payment?

At the final step of recording a membership, in the Payment Recording form:

1. Fill in the Payment Method and Bank Account fields.
2. Click Save in the upper right corner of the page.

The membership now appears as paid in the transaction details.

How to set up an installment payment at sign-up?

Example: a member of My Nonprofit 123 owes $5 in membership fees and only gives you $3 on the day they sign up.

1. Check Later Payment and, if a first payment has already been received, This payment has already been received.
2. Enter the amount already received ($3) and its date.
3. Click Add an Installment to schedule the remaining payments.
4. Click Save to confirm.

In the sale details, the member's remaining balance now shows: $2 out of $5.

Do not check This payment has already been received for future installments, unless you already have a check in hand to deposit later.

How do I add an installment after the membership has already been recorded?

1. Click Community > Memberships, then open the relevant membership form and its registrant list.
2. Open the membership fee details by clicking the eye icon.
3. Click + New.
4. In the window that opens, click Add a payment.
5. Fill in the payment information, then click Save.

The membership is now fully paid.

Accounting entries update automatically as soon as you enter the payment information.

How do I correct a payment that was entered incorrectly?

1. Open the membership details, then click + New.
2. Locate the payment entry to correct and click Edit.
3. Enter the correct amount and click Save.

The corrected amount is displayed in the transaction details and the accounting entries are updated.

Go further

• Recording discount vouchers (ANCV, Pass'Sport, etc.)
• Recording membership payments by ANCV vacation check