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Paying A Contract

Paying a Contract

Member Manager can apply any payment amount to an active contract using the Pay Contract feature.  You can pay a contract from a single invoice or from the Open Invoices tab.  Any payment made will be applied to the oldest invoices first, and any over-payment will apply to any new invoices as they are created.

Paying from an Invoice

With invoices that are part of a contract, you cannot pay just that invoice as with a product or service sale.  To pay a contract from a contract invoice, go to the open invoice in the Invoice History, and click Pay Contract at the bottom.    

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Pay Contract Screen:  When you click Pay Contract, you will be re-directed to the Pay Contract screen.  This screen lists all the invoices on the related contract.  Any past due or overpaid invoices will be highlighted red.

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To pay the contract:

  • Choose the Payment Method
  • Add Payment Amount at the bottom.
  • Click Pay Now.

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Member Manager will pay the oldest invoices first.  Any overpayment will be applied to future invoices when they are created.

Paying Contract Ahead

If the member wanted to pay a contract ahead, for example make their January payment in December, you would click Pay Contract on any invoice to get to the Pay Contract screen, and enter the payment.  An invoice would be created for “Today” and show as overpaid.  That payment will apply to next payment(s) due on when the invoice is created.  The example below shows a payment made toward the contract today that will be applied to the January invoice. 

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Open Invoices Tab - Paying from the Open Invoices Screen

The Open Invoices tab separates all invoices by contract and then by any non-contract invoices (product sales or services sold individually). 

 Open_Invoices_Tab.png 

Paying a Past Due Contract from Open Invoices:  To pay a past due contract, go to the Account>Open Invoices tab for your member and click Pay Contract.

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This will re-direct you to the Pay Contract screen.  You can pay past due invoices or pay ahead.  See Pay Contract Screen section above.

 

See below for an instructional video.

 

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