Payments list

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The payments list shows payments from one or more members in the system. Each row in this list is a payment which has been entered by a coordinator.

Each row contains:

  • Member photo
  • Member name
  • Payment date (upper right corner)
  • Paid amount, subscription amount, donation amount, payment type and reference (as a phrase)
  • If a subscription adds time to a member's subscription, the time added and the current member renewal date is listed
  • Description entered
  • A button to Edit each entry

Filters

The payment list contains a filter for individual members, as well as a free form search field which searches:

  • The member first, last, and nick name (or organization name)
  • The member's email address
  • The payment description
  • The payment reference

If you enter multiple words, each word must match displayed records. (So, entering Jones 645 in the search field may match a member named Jones with check number 645.)

A button to Record a payment also appears in the toolbar. If a member is currently selected in the member filter, this button open up the new payment form with the currently selected member already selected.

Sorting

The payment list can be sorted by:

  • Payment date
  • Total of the payment (federal currency only)
  • Member first name
  • Member full name

To sort the list, simply select a sort order from the drop-down list. Sort order can be reversed by clicking the icon to the right of the sorting drop-down list.

See also