Payments
Every membership payment with its receipt. Payments are never edited: a wrong one is cancelled with a reason.
What it does
- Each row shows the payer, receipt number, date, mode and who collected it. Cancelled ones are faded.
- Filters: from and to date, mode (cash, upi, bank, cheque, online) and status (active or cancelled).
- A payment shows the account it went into, who collected it, the reference, and the months it paid (or Kept as advance).
- PDF and Share for the receipt.
- Cancel payment with a reason: the months become pending again and the money leaves the account.
- Collectors see only their own payments.
Cancel a payment
- Open the payment from Payments.
- Tap Cancel payment.
- Type the reason and confirm.
- The payment shows as cancelled with the reason. The months it paid are pending again.
- Admins can cancel any payment; treasurers only payments made that day.
- If its advance had already been used for later months, those months become pending again too.
Questions
Can I change the amount or the family on a payment?
No. Cancel it with a reason and collect again correctly. This keeps a full and honest record.
What does the family see if I cancel?
Their receipt link shows Cancelled receipt. The receipt number is never given to anyone else.