Payments

Payments

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”. 

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