Navigation
The Member Payments screen can be accessed by selecting "Financial > Member Payments" from the menu.
Access
This section is open to anyone logged into MORI in any of the following roles: lodgeSecretary, lodgeAssistantSecretary.
Instructions
To use this screen, begin by selecting a member of the lodge from the list at the top of the screen. Members are broken down into "active", "inactive" and "non-master-mason" and listed alphabetically in that order.
Once a member is selected, you can enter new payments for the member, view their outstanding dues and view their payment history. When you are done entering new payments, clicking "calculate' will show how a dues payment will affect their outstanding dues. Clicking 'post' will commit the payments to the database.
Field Descriptions:
- Enter New Payments:
- Member Name - the name of the member
- Total Outstanding - the member's total owed dues and arrears
- Arreears - the amount, by year, that the member owes
- Dues - the amount, by year, that the member owes
- Payments - the five rows are for entering payments with the following attributes:
- Date - the date the payment was made
- Amount - the amount of the payment in ####.## format (i.e., no dollar signs or commas).
- Type - the type of payment (e.g., cash)
- Category - the income category to which the payment should be attributed. Only 'DUES' category payments will be applied to outstanding arrears and dues
- Comment - any notes about the payment (e.g., check number)
- Payment History:
- Payments - the payments this member has made -- in reverse date order
- Date - the date of the payment
- Amount - the amount of the payment
- Type - the type of payment
- Category - what income category (this will show the year as well for dues payments)
- Comment - any comments associated with the payment
Notes
- Once entered, payments are immutable.
- To correct a mis-entered payment, simply enter the same payment again, but with the amount being negative. Explain that that is a VOID TRANSACTION in the comments.
- Reversing an invalid payment will not restore an unpaid arrears amount. If you are cancelling a dues payment, you may need to proceed to the Edit Arrears and Dues screen to restore the outstanding balance to the right years.
Last Updated: 3/1/2006