Making One Time Management Payment (Portal)
Step-by-Step Instructions
2. On the left Navigation bar find Reports and click, then click the drop down Charges.
3. Once in the Charges, scroll to Payments and click.
4. You can run reports for a certain time frame and it will show all Customer Charges for your memberships.
5. In the top right of the screen, you can click "Add Payment" to make the Management Payment.
6. Choose the member account you need to make the payment toward, enter the amount of payment, any notes describing what the payment is for, and set Payment Type to Management.
7. You can select if you'd like to split the payment and over how many months.
8. Click the green "Save Payment" button on the bottom right.