How to add Member payments or Adjustments

SAMS operates under the belief that member payments &/or adjustments will be made as a batch.  And because of this belief, making payments is a quick process.

  1. Select File from the toolbar

  2. Trade Member Payments, the payment screen appears.

  3. Select the add button or F8 to add

  4. The cursor appears in the Member ID field box.

  5. Hit enter to bring up a list of all members

  6. Locate the requested member.

  7. Today's date is automatically entered in the Tran(saction) Date field - you can change.

  8. Enter the check number

  9. Notice SAMS auto-fills the payments amount based on the balance.

  10. Save the record or you may complete the additional fields if your association utilizes these.

NOTE:  The first line for a payment code, automatically deducts from membership - regardless of what the payment look-up code indicates.  For non-dues payments that should not be deducted from membership, use line 2 (Addtl) through 5.  You must delete the payment code and the amount on the first line (Pmt Code) before entering the code and payment on the additional lines for payments.


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