Member Management - How To Make Ledger Adjustment
Article Contents:- This portion summarizes How to make Ledger adjustment.
Step-By-Step:-
Step 1: Click on "Customer" Header Tab.
Step 2:
You will find the “Members List” in the left-hand column, then click on the "View/Edit" option which will pop out the "Customer Profile" window.
Step 3: Click on the "Membership" tab from the top navigation menu.
Step 4:
Choose the "Ledger" tab out of the eight tabs seen across the top of your screen: PAYMENT, BILLING, MINIMUM SPEND RULE, PAYMENT HISTORY,LEDGER,INVOICES,SUBMEMBER and ONLINE PROFILE.
Step 5:
Choose
the "Make Adjustment" option on the bottom of the window.
Related Articles
Member management-Member Ledger.
Article Contents This article summarizes Member Management-Member Ledger. Step-by-Step: Step 1: Click on the "Customers" tab located at the top navigation bar. Step 2: Select the "Members" tab from the left-hand navigation menu, you will find the ...
Membership and Billing Setup
Article Contents: This article provides a step-by-step guide to setting up and managing memberships in the Club Caddie system. It covers creating customers, signing up members, configuring membership classes, billing and payment settings, generating ...
Member Management - Member List
Article Contents: This article contains a step-by-step guide on how to view your member list. Step-By-Step: Step 1: Click on the CUSTOMERS Header Tab. Step 2: Click on the Members button on the left side of the window to go to the member list, and ...
Member Management - Creating or Removing Sub-Members
Article Contents: This article contains step-by-step instructions on how to create and remove Sub-Members. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Select Members from the left-hand menu. Step 2: The system ...
Member Management : Downloading Member Invoices
Article Contents: This article gives step-by-step instructions on how to download member invoices. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. The system will show a list of all the customers within the CUSTOMER ...