The Payment List View allows you to see a list of information regarding each dues payment transaction for this entity, most recent transaction listed first. The scrolling arrows on the right side of the form will move you up or down through the complete list of membership transactions. The scrolling arrows on the bottom of the form will allow you to see the full complement of fields for each membership transaction row.
To display the Payment List View for an entity:
Perform a Lookup, using either the Entity’s name or Entity ID to display the Entity Profile.
Expand 'Membership' on the Entity Profile Page Tree.
Click 'Views' and the Views Form displays.
In the Views Form, click the 'Payment List' row on the list and the detail displays.
Note: Memberships and dues in batches that have not yet been processed do not show up in Membership Summary.
Data Fields:
|
Type |
The payment transaction type for this row (either Membership or Payment). |
|
Status |
This row will be blank for payments or payment reversals. |
|
Transaction # |
The 10 digit number that uniquely identifies this transaction; for payments it is the receipt number. |
|
Amt |
The amount of the payment for a payment or payment reversal. |
|
Payment Type |
The tender type description for payment and payment reversal rows. |
|
Asc Type |
The type of association this entity has with this membership; there will be a P for primary member for a membership, and if this is a spouse row, there will be a J for joint. |
|
Start |
This column is blank for a payment. |
|
Stop |
This column is blank for a payment. |
|
Payment Date |
Month, day and year this payment was made. |
|
Memb ID |
Unique 10-digit membership number for the membership to which this row relates. |
|
Bursar Batch |
This is an additional number assigned to the batch (the number used when sending batch information to the bursar). |