Problem with Receipts for membership fees – Manual Renewal

There are various reasons why receipts cannot be produced. This should resolve most of the problems.

If a Member has not correctly filled in the online renewal form there is likely to be an entry in their account for Zero.

Once you know that the fees are in the branch account you can do a “Manual Renewal”.

You will normally find a button for this at the foot of the membership screen if the member’s Status is “Awaiting Renewal”.
If there is no ‘Manual Renewal’ button at the foot of the screen, it is likely to be because there is an entry in the member’s account.

Open the Account page and you will see an entry, possibly for £0-00. This payment needs to be deleted. Click on the button ‘Delete member’s payment for this return period’

Return to the Member’s screen and you will now see ‘Manual Renewal’ button. Click this and complete the details. You can enter the details including the Gift Aid declaration, select the membership type and also enter any donation in the appropriate boxes. As you do this you will see the total payable change as the program automatically calculates the fees payable. When finished Click the ‘Submit button’.

You will now be returned to the Member’s screen where you may notice that the member’s status and approval stage have changed.
Click on the ‘Download member’s receipt’ and then email the receipt if appropriate.

If you like, click on the ‘Account’ button and see the entries that have been made on your behalf.