TFW Members: Online Documentation

Overview

To take the first payment from a new member, use Add Member first. That puts the payment onto the member's Payment History, and marks it "New," so you can see your new sales later. If time is short, you can complete the new member details later and take the payment later. If you take the first payment from the Add Member window, the card or check details for that member are saved automatically, and you don't need to enter those again.

To collect a single payment, use Take Payment Due under the Money tab. If, for example, a credit card member hands you cash instead for an upcoming payment. You can print two receipts and add public and private notes so you remember what you did. Public notes go onto the receipt, one for you and one for the member. Private notes go into your Payment History but not onto the receipts.

To collect a list of payments due (by due date, for example) use Collect by Credit Card or Collect by Direct Debit (for checking members) under the Money tab.

To change or "delete" a payment that's due, use Alter Payments Due from the Secured tab. The Secured tab requires an additional password. Careful here. Alter does whatever you tell it to. "Delete" a payment by marking the checkbox under "Abandon". Add a note so you remember why. You'll find the abandoned payment and your note in Payment History.

To collect a payment after altering the amount or date, use Take Payment Due under the Money tab.

Adding or renewing a member automatically puts a payment due onto the Payments Due list. A purchase does too (a product, a service, a rental). To add another kind of payment due to the Payments Due list (a returned check penalty, for example), use Require Additional Payment under the Money tab.

Ways of Paying
Payment History: Reports
Purchases
Scheduled Payments: Dues and Drafts
Refunds
Receipts
Nevermind: Drop A Payment Due (Abandon)
Charge A Penalty: Require Additional Payment
Returned (Bounced) Checks
Security and Identity Theft

Take Money