Receiving Dues

This is the form you will use to receive dues...

Members are listed in order of their last name.    When you first open this form the system will check to see if the processing was complete the last time the form was accessed and if not, you are prompted to continue with that last session (see closing the form below.)   You can start all over or continue with the previous session.

To process dues:

• Simply double click the Process check box (far left.)  -or- 
• Single click the process check box to have the cursor advance to the amount paid field where you can change the amount paid and/or press enter to move to the date field.
• Change the date if necessary.
• Enter again will move to the Check#/notes field where you can enter the check number, "cash" or any other short note desired about the payment.
• When you have received all dues, click the Complete, Process & Print button to preview and print the report. 
• When you close the report, the system will prompt you to update all records.  If you are done, be sure to select YES!
• If you are not done, you can close and save your work, however it is highly recommended you complete all dues processing on the same day to avoid confusion during check book reconciliation! 

Notes:

• If you are receiving funds for something other than dues, e.g., the member owes for a social activity, you should receive those funds separately.  I.e., receive those funds, run the reports that follows, close the receiving dues, select Yes to update then re-open it and process the regular dues.
• If the member has a credit due you will be prompted on how that non-standard amount should be handled.  
• Everything received here will be added to the checking account as a deposit. If you need to adjust dues without affecting the checking account, do so via the main form dues update button.

To complete processing you must click the Complete, Process & Print button. You must also confirm completion when closing the printed report.  Failure to do both will leave the processing incomplete, the checking register will not updated nor are the members’ records.

Crediting the Account

From the main form, click the account edit button.

This form can also be used to add a debit to the member’s account for example if the member owes for a dinner or party not covered by their dues. In this event, enter a negative amount.

Enter (or select) the member’s name; enter the amount, date and a description. To apply the debit/credit click the check box on the far right. If you do not apply it, the system simply holds that record but will not adjust the account until applied. When a credit/debit is issued, it will be applied while processing dues.

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