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Must know
  • Needs financials.create. Draft and Cancelled invoices cannot take a payment.
  • Partial amounts are allowed and move the invoice to Partially paid; enrollments and memberships are fulfilled only when it reaches Paid.
  • Interac e-Transfer is offered when your club’s country is Canada.
  • There is no cheque-number or reference field — the payment records only amount, method and deposit date.
When a member chose Pay at Club or by Mail at signup, their registration was confirmed and the invoice stayed owing. Once the cheque arrives:
1

Open the invoice

Find it under Financials → Invoices (or via the member’s Payment Info tab) and click Record payment.
2

Fill in the payment

The Record a payment dialog — “Record a payment received outside the online checkout. Defaults to the full balance due.” — asks for Amount (pre-filled with the balance; anything above it is capped), Method (Cash, Cheque, Bank transfer, Interac e-Transfer, Card (club terminal)) and Deposit date.
3

Record

Click Record payment. The payer receives a “payment recorded” email, and the receipt shows a Paid with section listing the tender.
Offline payments do not appear on the Transactions page, which lists only Adyen card activity. Related: How do I accept payment at the club or by mail? · What can I do on an invoice? · How do I customize transactional emails?