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Record a payment and check a debt

Record money actually received, the payment method and the payer, then check the person’s outstanding balance in the profile and in finance.

ClubBase team · Published · Updated

Who it is for
Team members with permission to record and view payments.
What to prepare
The actual amount, currency, payer, method and purpose of the payment.

Steps

  1. Find the person’s profile or open the payments section.
  2. Create a record of the amount actually received and choose the payment method.
  3. Check the payer and the linked membership before confirming.
  4. In the profile and in finance, reconcile the record, the amount paid and the remaining debt. A bank transfer is reconciled separately.
Studio finance with payments, debt and transfers awaiting reconciliation
Click the image to open it in full size.

Result

The payment is visible in the CRM, and the debt matches the recorded charges and payments.

If it did not work

If the response was delayed, check the log first so you do not record the amount twice. A record in the CRM does not make a bank payment.