Cash payments and bank transfers

Last updated About 2 months ago

Cash payments and bank transfers are not recorded automatically in Ledenbeheer. You must add them manually.

Record a payment

Record payments under Finance > Record payments. You can also use the shortcut on your dashboard.

Click the green cash register icon to add a payment. The following pop-up appears.

Enter the amount your customer paid and the payment method.

Previously recorded payments appear at the bottom of the pop-up.

You can also record payments from a member’s profile.

Select a member, open the Finance tab and click the cost note you want to add a payment to. Then use the action button to record the payment.

Use the blue Send button to resend a cost note.

You can filter by any column and choose which columns to show and in what order.

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