00:00:03:43 - 00:00:26:43
Now most members pay online, but every now and then someone pays another way. A cheque in the post, cash at the counter, a BPAY transfer or a bank deposit. When the money has already changed hands somewhere else, you record it in SwiftFox so that your books stay straight. In this lesson, we'll show you how to record a manual payment. So let's bring up a contacts profile.

00:00:27:05 - 00:00:49:07
Oh! A quick pointer first, on the receipts table you'll see two buttons make payment. This charge is a real payment there and then through a gateway that's covered in its own lesson and record payment the one we want here. It simply logs a payment that's already happened. The rule of thumb if the money has already changed hands, you record it.

00:00:49:11 - 00:01:18:19
On the contacts profile open the financial tab and scroll to the receipts table. The full history of their payments. Note this tab only appears if you have the Swift Fox Finance feature. Select record payment and a drawer opens set to money received. Next, tell SwiftFox what the payment is for. Payment type is already set to subscription and underneath link to subscription lists the members subscriptions with their fees.

00:01:18:23 - 00:01:28:37
Choose the one that this payment is for and it pays down that subscriptions invoice. Moving the members paid-to-date forward. If they only hold one subscription, that's the one it goes to.

00:01:28:41 - 00:02:14:21
If they hold several, this is how you say which invoice the money belongs to. For a one off that isn't tied to a subscription, just leave it blank or use clear selection. If something's already picked, enter the amount and set the effective date. This is handy for logging a payment that came in earlier, say at an event. Add a note if you like. A receipt number is generated for you and you can change it if you need to. Then under how was it paid? Choose the method. What you see here is the manual methods your organisation has set up cash and cheque and often others like BPAY, a bank transfer or a money order, each with its own label. Select record payment and it appears in the receipts table.

00:02:14:25 - 00:02:34:13
Sometimes money goes the other way a refund made outside the gateway, or a payment your organisation sends out. For those switch the drawer to money sent. It works just the same enter the amount, the date and a note if you need one and how it was paid, then record it and SwiftFox logs it as money out.

00:02:34:17 - 00:02:50:05
That is recording a manual payment. Money in or money out kept accurate against the right member and invoice. When you need to actually charge a payment rather than record one, head to the make a real payment lesson. Thank you so much for watching.