Transaction History & Money Form (Taking Payments)

Transaction History

Transaction history lists all transactions for the member.

Balance (whether owing, or owed) is at the top.

"Pay via" is set in favourite transaction types in toy library settings, clicking the button in the relevant column will allocate payment to that line item using the transaction type in the column.

Receipts can be generated for either todays transactions, or selected transactions, if "Uses money receipt" is turned on. Payment reminder email format is set in Automatic Emails.

Note: transactions have the option to be deleted but this is in the front end only - financial records are kept in the database and are available on request (to guard against anything questionable).

 

 

Money Form

Money form can be used to allocate charges and/or receive payments to the member currently being viewed. 

Many charges (annual fee, reservation fee) etc are automatic and will populate with the appropriate Fee type description. When charges are allocated through the Money Form the description will need to be entered (if relevant). 

 

Charging a member a Fine (created in Fee types)

Charge is now allocated, balance updated, and option to press either Cash or Square to register payment. As this is a charge, the transaction type is left blank (as no transaction has yet occurred). If it had been a "Charge and receive", Cash would have been registered as the transaction type (assuming that is what the member had used to pay).