Processing Basics
The processing screen under financials is a simple and efficient way to begin processing membership or dues payments associated with a Local Chapter or Union Hall. There are different ways to make a payment associated with either a person or a company. The screen below shows the 'Simple Payment' method start for processing a payment. Payments can be in whole or in part
Sample processing screen
The 'Payment From' is a filterable dropdown that allows you to search for either a company or a person. This is the company or the person making the current payment.