Hello Club comes with a handy feature that allows you to split a transaction into multiple separate transactions. This can be used for two main reasons:
To record a partial payment
To allow a member to pay by regular instalments
How to split a transaction
To split an unpaid transaction:
Head to Finance > Transactions and locate the transaction in question
Alternatively you can also go to People > Members > Edit member and then open the Finance card for the relevant member
In the context menu of the transaction, click on Split
Enter the number of transactions to split into and specify the payment frequency
If needed, you can adjust the details, due date and amount for each transaction
Click on Split to perform the split
Please note that this cannot be undone. If you want to restore the original transaction, you will have to remove the split transactions and re-create the original transaction manually.
Recording a partial payment
To record a partial payment, follow the steps as outlined above and split the relevant transaction into 2 parts. Ensure the due date is the same for each part, and enter the amount of the partial payment for the first transaction, and the remainder for the second transaction:
Click on Split to create the transactions and then mark the first transaction as paid.
Allowing payment by instalments
To allow a member to pay a transaction by instalments, follow the steps outline above and split the relevant transaction into the number of desired instalments. Specify a payment frequency as well, for example every 1 month:
Verify the due dates and amounts are as expected and click Split to create the transactions. The member will now be notified accordingly for each individual payment once the due date has passed.
Further reading