Collecting payments from your members
When and how you collect payments from your members is completely up to you.
Make sure you have entered your payment instructions in your profile, as this is what will go to your members when you send the 'Order Payment Due' email. Email your group by clicking 'email group' button from the order you are collecting payment for. The payment collection email will not be active while your order is open, it will become active when your order is moved to 'PENDING' and when it is 'CLOSED'.
PAYMENT LEDGER
The payment ledger allows you to stay up to date with the balance your members owe you or their credits. You must be marking payments against each order for this ledger to be accurate.
You can view your members payment summaries from first starting in the 'Group Admin' tab and then selecting members. You can see how much your members owe or are in credit by checking the 'Owing' column.
If you click on the $ value in that column you can see that members payment ledger. The ledger is downloadable in CSV (excel) format.
The figure in the 'Owing' column will negative if there is an overpayment/credit. If you wish to be taken to a specific order just click the order reference and you will be taken to that page.
SETTING PAYMENT
You can only set a payment against an order when it is in 'Pending' or 'Closed'. The option will appear grey when the order is 'Open'
To set payment against a member on an order, go to Group Admin > Open the order > Member Items.
Find the member you want to set payment against and click the down arrow to the far right of the member. Select the green 'Set Payment' button.
If your member has a credit against their name, you will have the option to apply it to this payment or not. If your member has previously under paid on an order you will have the option to add that amount to this order for them to pay together. You will then see the total the member still owes and have the option to apply a payment.
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