Payment providers
There are two types of payment providers:
Step-1
- Access the Memberbase dashboard.
- Navigate to “payment providers”.
- Click on create payment providers,
- Fill in the form fields with the required information.
- Select an option for payments (bank transfer).
- Finally, click on "Create payment".
Step-2
- Access the Memberbase dashboard.
- Navigate to “payment providers”.
- Fill in the form fields with the required information.
- Select an option for payments (cheque).
- Finally, click on Create a payment.
Record a payment
- Access the Memberbase dashboard.
- Navigate to “contacts”.
- Right-click on the “finance” dropdown.
- Click on “record a payment”
- Fill in the required data respectively.
- Finally, click on “save payment”.
Record Credit
- Access the Memberbase dashboard.
- Navigate to “contacts”.
- Right-click on the “finance” dropdown.
- Click on “add credit note”.
- Fill in the required Field with the right information.
- Finally, click on “add credit note”.