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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.


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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


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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


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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.


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After payment

Open the member profile → Payments tab to view or email receipts and (if allowed) edit a payment.


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Related


How to send a payment link

How to view or email a payment receipt

How to use Member Payments Due

How to assign or renew a membership


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