If someone pays by check, you have two options. Mark Paid By Check / Offline, or manually account for their payment using the Create Manual Payment tools.
Mark Paid by Check / Offline
This method will have no affect on your year-end accounting or reporting. If your club Accountant or Treasurer decides to leave check payments off of your online reporting but would still like to keep track of who’s paid offline, this option will extend a member’s expiration date or add a new member, and is a good choice if you need to update multiple accounts at once.
When logged in as a Board Member with either the Treasurer, Membership or President role go to Board Member Dashboard -> Financial -> Mark Paid by Check/Offline link.
Choose which member(s) to Mark as Paid to extend their membership or note partial check payments. Members that have already paid this year are not listed. You can optionally adjust what membership type they have and leave a note about the payment. If the member has paid in full, mark them as fully paid to extend their expiration date.
If you need to review which members were already marked as paid offline in the current year, there is a select option at the top of the page to toggle back and forth…
To Create a Manual Payment
Manual Payments will affect your financial reporting. This process will create a payment in the backend that wasn’t actually paid through Paypal, but is treated like it was. Doing so will make sure the member is added to the Membership database (if they are new) or if they are renewing their membership it will extend their expiration date by 1 year (or to your fiscal calendar).
Contact Us to discuss when and why you may need this.