Add a New Transaction

Using Online Payment

Manage member products, transactions and payments

Add a New Transaction

The club can manually add a transaction to a member’s record by doing the following:

1. Click on Members in the left hand menu to bring up the list of members.
2. Click on the Name of the Member you want to add a transaction for.
3. In the menu bar on the left hand side, click on Transactions under the name of the member. A list of transactions for that member will appear.
   
   
   
   
4. Click on Add Transaction in the top right hand corner.
   A new screen will appear for adding a new transaction.
   
   
   
   
5. Select the product purchased from the drop down box (clubs can add their own products by clicking on Products in the left menu).
6. Select the quantity (optional).
7. Select whether the product has been delivered (optional).
8. Add any additional notes in the Notes field (optional).
9. Click on Update Member Transaction.

The new transaction will be added to the member’s Transactions area.