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Enter Manual Payments for One-Time Charges

Record a payment for a One-Time Charge that a member or outside payor made directly to your organization (by check, for example) rather than through the website.

Steps

  1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen, then click One-Time Charges.
  2. Find the charge and click its View Summary (magnifying glass) icon in the ACTIONS column.
  3. Click the One-Time Charge Actions button and select + Add Manual Payment Entry.
  4. In the ADD MANUAL PAYMENT ENTRY window, enter the Payment Amount and, if applicable, a Fee Amount (optional). Choose a Payment Type — Check, ACH, Credit Card, or Other. The window totals the charge and fee together under Total Payment Amount.
  5. Under Organization Member, choose Yes or No:
  • Yes — a Select Member dropdown appears; choose the member the payment is for.
  • No — a Billing Address section appears for an external payor: First Name, Last Name, Email, Phone, Address 1, Address 2 (optional), City, State, and Zip.
  1. Click Save to record the payment.

To exit without saving, click Cancel or the X in the top right corner.

Note: If you choose Yes under Organization Member but don’t pick anyone from Select Member, the window blocks saving with "You must select a Member for this payment."