Argenta allows for separate tracking of your member payments. To enter a Member Payment use the Argenta main menu on the left-hand side and select General Financials > Member Payments or Membership > Member Payments.
This will open the complete listing of your organizations Member Payments. From here select "Add New."
This will open the View/Update Member Payments screen. From here you will enter all the details about your member payment.
If this transaction needs to hit your General Journal as a deposit click the checkbox to add this payment as an individual transaction in the General Journal. Proceed to fill out the associated Fund, Deposit/Checking Account and Account for the transaction.
Select a Member ID for the delegate that is giving you the payment. This is required. You must have the person added as a Member and not just a constituent. Select the "Lookup" button to search for and select your member. Once a member is selected their name will appear under the Member ID field. Please ensure you have selected the correct member for your transaction.
Enter a Payment Date for the transaction by manually typing it our using the date selector. This is a required field.
Enter an Amount Paid for the transaction. This is a required field.
You may enter these other items as necessary for the payment, but they are not required:
- Was A Receipt Given. Yes or No.
- Payment Point of Entry. How the payment was received.
- Payment Type. Check, cash, card, etc.
- Check/PO/Reference Number.
- Member Payment Category. If there is not a sufficient category you can add a new by selecting "Add New."
- Associated Department/Chapter.
- Is Recurring. Yes or no.
- Recurrence Frequency.
- Auto Input Recurring Payments. Yes or No.
- Related Merchant Fee Expense.
- Related Invoice.
You can also attach any related files or notes to this payment as needed by using these two sections as shown. For help adding a related note please refer to KB Article - Add Related Files. For help adding a note please refer to KB Article - Add A Note to the Notes Section.
Once all of the details about you payment have been entered click the "Save All Changes & Exit" button to add this payment and return to the complete member payments listing for your organization.