Recording Payments and Making Adjustments

As an admin you can record payments on behalf of members, make adjustments, and delete payments.

Recording Payments

To record payments and make adjustments for members go to the Payments area for the member in question (in the Member module, Action column):

To enter a payment that has been made outside of Purim Project, enter the Payment Type and Payment Amount:

If you choose to charge a card on behalf of the member you'll need to go to the member payment area from the same page above:

Adjusting a Payment

To make an adjustment simply enter the adjustment amount and save.

Deleting a Payment

You can only delete Mail in check payments. To delete a payment go to the Payments table and click the "X" in the Action column.

Refunds - See Handling Refunds.

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