Using the Chapter Mass Payment Feature

To use the Chapter Mass Payments feature, complete the following steps:

1. Go to Modules>Membership.
2. Click the Chapters group item and click the Mass Payments option to launch the Mass Apply Chapter Dues Payments pop-up window.
3. Select the chapter from the chapter drop-down menu.
4. Click the Retrieve Open Invoices for All Members button.
5. The Mass Apply Chapter Dues Payments window will update with a list of open invoices for members of that chapter.
6. Check the apply payment checkbox beside each invoice you would like to pay.You may check as many, or as few, as you like.
7. Click the recalculate actuals button to see a total amount for the payments you selected to be applied.
8. Enter the control count and control amount for the payments you will be processing.These numbers must match what is displayed in the actuals fields.

   Important! The numbers in the controls fields must match the numbers displayed in the actuals fields, or your transaction will not process. However, do not include the dollar sign.

   You must now enter the payment details for this transaction.

9. Select the payment batch to be used for this transaction.
10. The payment date defaults to the date set for your chosen batch. You can keep the default date or click the calendar icon to select the payment date to be used for this transaction.
11. If applicable, select the source code and media code.
12. Select the payment method to be used for this transaction.This portion of the screen changes based on the payment method you choose to provide you with the necessary fields (for that payment type) to complete the transaction.
13. Complete the additional fields for the payment method.

    The reference number field is an optional field that allows you to create a number for tracking cash payments.

14. When you have completed the payment details, click the save payments button.

    The Mass Apply Organization Payments window refreshes and informs you that your transaction is processing.

    Once the transaction has completed, you receive a confirmation message.

More information

Chapter

Membership

Invoice

Payment