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Wiki source code of Post A Payment

Version 3.1 by Isaac Mejia on 2026/06/08 19:59
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 **Post a Payment** is where you are able to post payments for **Membership Dues, Activity Packages** and **Point of Sale Items**. You can also create credits on members accounts for future items, as long as there are no open invoices. This guide will go over the basics of **Post a Payment**.
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5 == How To Access Post a Payment ==
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7 You can access **Post a Payment** from **three** locations in the **Club Advantage** software.
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9 The first location is on the **Operations**page. There are links for different tabs in **Post a Payment** on the right.
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11 The second is within the **Point of Sale**. In the top right corner you will see a link for **Post a Payment**.
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13 The third is located on the **Dashboard**tab of any given member’s **Profile**. You will see two “**Pay**“ buttons located near the top left of the **Dashboard**tab.
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15 **Clicking** on any of these links will forward you to **Post a Payment.**
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17 == Post a Payment ==
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19 [[image:1560150052.png]]
20 This is **Post a Payment**. This main screen is where you will be posting payments and member credits. If you did not access **Post a Payment**via a member’s **Profile** we will need to search for a member first.
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22 If you know the member’s **Account Number** who you wish to post payments for, enter in that number in the **Account Number** field in the top left.
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24 If you don't know the members **Account Number** you can select the **Magnifying Glass** icon next to the **Account Number**field. The**Search**overlay will appear, allowing you to search for the member in question.
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26 == Member Search ==
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28 [[image:1560051741.png]]
29 This is the **Member Search** overlay:
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31 You can search for the member using the following:
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33 **First and/or Last Name, Member ID, Account #, Alt. Account #, Phone # or Bar-code card**.
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35 Once you have placed information in any of the **Search Criteria** fields click on **Search**.
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37 When you hit **Search** all of the search results regarding your criteria entered will appear. Once you have found the account you are looking for**Click** on that persons name to select them.
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39 == Payment Screen Unpaid or Partially Paid Invoices ==
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41 [[image:1560313885.png]]
42 After selecting the members name all amounts that are due on their account will appear under the **Unpaid or Partially Paid Invoices Tab**. You will also see some of the members basic information including the **Current Balance Due**.
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44 == Selecting Invoice Number ==
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46 [[image:1560248364.png]]
47 At a glance you may not immediately recognize what exact items are a due. **Clicking** the **Invoice Number** you will find more information on the particular invoice, such as the **Transaction ID, Due Date, Description**of the item,****and the**Amount Due**.
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49 == Membership Dues/Activity Packages ==
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51 [[image:1560051749.png]]
52 If members want to make payments for **Future Transactions**you may do so by accessing their **Membership Dues** or **Activity Packages** by selecting the appropriate tabs above.  Due dates for these **Future Transactions**will be displayed. Click under the **Pay column** for the corresponding invoice and type in the amount they are paying.
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54 //**You will not be able to process future transactions if there are open and unpaid invoices (Amounts Due Today). Open Invoices have to be paid before making any future payments.**//
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56 == Pay Amount ==
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58 [[image:1560248372.png]]
59 To start posting a payment onto a members account you will need to type the total amount they are paying under the **Amount** field off to the left.
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61 Once you have placed that amount in that field, **Click** on the amounts to the right of the **Invoices** you wish to mark as paid for.
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63 If it is a lesser amount than the total of the invoice, type in that specific amount in the field. This is known as a **Partial Payment**.
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65 == Payment Method ==
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67 [[image:1560182809.png]]
68 With the **Pay Amounts** complete we will need to select the **Payment Method** for the payment we are posting.
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70 Near the bottom left you will see the **Payment Method** drop-down list. Select the drop-down list and then select the corresponding **Payment Method** of how the member is paying.
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72 == Cash Drawer Box and Confirm Payment ==
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74 [[image:1560182815.png]]
75 After selecting the **Payment Method**, you will see the **Cash Drawer Box**. If you wish the amount you are collecting to appear in your **Cash Drawer** and **Cash Drawer Reports**, **Click** on the box to have it checked. If not, make sure it is left **Blank and Un-Checked.**
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77 You are now ready to confirm the payment. Run your mouse to the **Confirm Payment** button and **Click**on it.
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79 == Confirming the Payment ==
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81 [[image:1560117304.png]]
82 You will be forwarded to this screen:
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84 This screen is to review the **Account Number, Payment Amount and Payment Method** along with the **Invoices** you are processing one last time.
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86 If you are paying for **Future Dues**or **Future Activity Package** payments they will be listed under the **Membership Dues** and **Activity Packages**sections.
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88 Once everything has been confirmed, select the **Confirm**button to **Post the Payment**.
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90 == Signature Pad ==
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92 [[image:1560117310.png]]
93 If your facility has a **Signature Pad** and you would like for your members to sign on their receipts for **Credit Card Payments**, after a **Credit Card** payment has been processed and approved you will be forward to this screen to ask if you would like to take a signature.
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95 From there the member will be able to sign their name on their receipt using the **Signature Pad**.
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97 //**(This feature is only for clubs that have a Signature Pad. If you have the Signature Pad and you would like this feature please call eFit Financial at 877-772-3348 so that we activate it for you.)**//
98
99 == Receipt Options ==
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101 [[image:1560248380.png]]
102 After confirming the payment you will be forwarded to this screen, where you can **Print or Email the Receipt** to the member.
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104 == Receipts ==
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106 [[image:1559986213.png]]
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108 [[image:1560313895.png]]
109 The****picture above is what you should see if you select **Print Receipt**, and the picture below is what it would look like if you were to select **Email Receipt**.
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111 If the member does not have an **email address** on file you will need to enter it in “**To"** section, to send it to them.
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113 == Completed ==
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115 Once the transaction is completed you will be forwarded back to the main screen of **Post a Payment**, where you can choose to post another payment on a members account.
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117 This completes the **Post a Payment** overview. If you require further assistance with **Post a Payment**or anything else in **Club Advantage**, please call the eFit Technical Support line (877-772-3348) where our support staff will be happy to assist further!