How do I enter a payment on account?

When you receive payments from members, you will need to post them to the members accounts. Whether it's the front desk employee or the accounting department all payments on account should be entered through the POS module.

NOTE: When a payment on account is entered it is automatically applied to the oldest open charges on the account.

1. After entering the POS module, click on the Find button to locate the member that is making the payment on account.

2. When that members name is at the top of the screen select the Other button.

3. Next select the Payment on Account button.

4. You will then see yellow buttons representing the accounts held by the member. Select the account that the member is making a payment towards. The account history, and balance will then show on the screen. The payment amount will always default to the balance on the account.

5. Choose OK. (If the member is not paying off the full balance or if the balance is zero, select the Change Payment button, enter the amount being paid, then press Enter.)

6. Select the payment type. (then enter amounts if necessary)

7. Click No Receipt or Print Receipt.

8. Click Done to finish the transaction.

Click for a demonstration