How to collect a membership payment
Covers: Accept Payment, part payment, Amount Paid on assign/renew
Collect cash, card, UPI (offline), or cheque against a membership invoice from the member profile. Online links are covered in a separate guide.
Pay when you assign or renew
1. Open the member profile
2. Click Assign now (no active membership) or Details → Renew Membership
3. Choose the membership and complete the form
4. Enter Amount Paid and Payment Mode for money received today (leave lower or zero if collecting later)
5. Optional: set Payment Due Date if a balance remains
6. Optional: Email Invoice / Email Receipt
7. Save — Okfit creates the membership and invoice
Accept Payment later (full or part)
1. Open the member profile → Details
2. Find the membership row with an outstanding amount
3. Click Accept Payment (credit-card icon)
4. In Make Payment, enter Amount, Payment Date, and Payment Mode
5. Add cheque / card / other details if those modes need them
6. Optional: Email Receipt
7. Click Pay
Part payments
You can collect less than the balance. Repeat Accept Payment until Total Paid matches the membership amount. Each payment can use a different mode.
After payment
Open the member profile → Payments tab to view or email receipts and (if allowed) edit a payment.