The Member Payments can be filtered for a few different reasons.
One is to narrow down the payments by criteria to find specific records.
Another is to give you a count and total dollar amount of all fees paid, based
on your selected criteria.
As an example, if you wanted to know the total amount of fees paid by a
specific member, you could filter the list by Member ID by clicking the "Lookup" button and selecting a
member. Click the "Filter List" button. You will see the total records label above the list has
changed and gives you a total count and dollar amount of all fees paid by the
member you selected. The list has also changed and displays only the fee
payments made by the member you selected.
To get started, select either Membership or General financials > Member Payments - from the main menu on the left hand side.
This will open the list of your member payments. To filter the list, click the "Filter List"
List panel will open above the member payments...
Choose criteria to filter the list. Use as many of the filters as
you need. You can choose one or many items depending on how you would like to
narrow your results. Member Payments can be filtered by:
- Member ID
- Invoice ID
- Payment Category
- Payment Type
- Is in the General Ledger
- Point of Entry
- Receipt Given
- Is Payment Recurring
- Recurring Frequency
- Payment Date Range
- Payment Amount ($) Range
Click the "Filter List" button and the list will display
only the fees paid that meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
also save your filters, to use again at a later time. After you filter the list
open the filters menu by clicking the icon in
the filter box. When the filter menu opens choose "Save Filter" This
will bring up the "Add A New Filter" window. Enter a name for the
filter and click the "Add This Filter" button. The window will close,
and your filter will be saved. To load a filter at a later time, open the filters menu again but
this time choose "Load Filter". A list of saved filters will be
displayed. Click the filter you want to load. The filter will be applied and
your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time
choose "Delete Filter". A list of saved filters will be displayed.
Click the filter you want to delete. The filter will be deleted, the filter box
will close and the list will be reset back to its original state.