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Process Payments screen

The Process Payments screen allows the user to process or update information for recurring payments.

Use the Process Membership Payments screen

1. Log In to the Data Center Application to display the Data Center ribbon menu.

   

2. Select Memberships > Process Payments from the main menu to display the Process Membership Payments screen.

   

3. Complete the desired procedure(s) with onscreen features.

   Grid Layout Controls	Complete the following to save a layout: Select the desired combination of filters, sorts, groupings, etc. Note: Filters selected in the Attributes section are not included in a saved layout. Enter a name for the layout in the Default Grid Layout field. Note: Some screens allow the user to modify and save changes to the default (Default Grid Layout) layout, though most do not. Click the Save button beside the field to save the current layout under the name in the field. Select the desired layout from the Default Grid Layout drop-down to recall that layout. Note: Select the Default Grid Layout option to recall the default layout.
   List/Raw Data Tab controls	Enter a term (string of characters) in the Search field to display only records containing that term. Click the Clear Search (X) button to undo the Search field filter. Click the Clear All button to undo all filters. Click the Toggle Filters button to display filter controls at the tops of the columns. (Click again to hide the controls.) Click the Export to Excel (Table) button to export the data to an Excel file. Click the Column Chooser button to hide or display individual columns.
   Member Select controls	Use these controls to select/deselect members as needed: Check a member’s checkbox to select it. Uncheck a member’s checkbox to deselect it. Check the Select checkbox in the column heading to select all members on the window. Uncheck the Select checkbox in the column heading to deselect all members on the window.
   Payment Details button	Click a member's Payment Details button to display the member's Membership Payment Details window and select member payments to process (or forgive/delete).
   Edit Billing Info button	Click a member's Edit Billing Info button to display the member's Edit Billing Info window and select a new billing date and amount.
   Pay House Account Balance checkbox	Check a member’s Pay House Account Balance checkbox to include the balance of the customer’s house account in the payment. Uncheck the checkbox to process a payment without this amount.
   Process button	Click the Process button to process selected payments for selected members.

   • Manage Recurring Payments