We highly recommend encouraging your members to use our online payment facility to make the most of our automatic payment reconciliation and save you valuable time.
However, you can also record other payments that were made outside of Hello Club, for example through a cash payment, bank transfer or EFTPOS transaction.
This article describes how to process such payments.
Marking a transaction as paid
To mark a transaction for a specific member as paid:
Go to Members in the People module and find the relevant member
Click on the member’s name to edit them
Open the Finance card and click on the Transactions tab
Locate the unpaid transaction
In the context menu for the transaction, select Mark as paid
A confirmation dialog will show up where you can specify how the transaction was paid and enter an optional payment reference. Press Save to record the payment.
Note that you can also mark transactions as paid from the Finance module, where you can view all recent transactions.
Marking a transaction as not paid
Any transaction that has been marked as paid manually can be reverted to the unpaid state if needed.
Go to Members in the People module and find the member you want to change
Click on the member’s name to edit them
Open the Finance card and click on the Transactions tab
Locate the paid transaction
In the context menu for the transaction, select Mark as not paid