Add Member Payments

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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.