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Max2: Procedures |
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[ Procedures ]
To enter the sale of ordinary or temporary membership to a proper account.
Write access. Month is open for daily transactions.
Full Entry
If the account does not already exist then create the account using the procedure Account Creation. This procedure will present the option of entering a membership sale transaction which should be chosen to display the Membership Sale window.
If the account already exists then choose Input | Membership Sales... in the main window's menu which will display the Membership Sale window.
In the Membership Sale window, fill in the date of the sale of the membership, the account number of the member and the type of the membership. By default the amount shown in the fee field is the pro rata amount for the remainder of the membership year. If the amount charged for the membership is non-standard for any reason then override the contents of the relevant fields.
If the start month of the membership is not the current month then enter the start month. Following months can be chosen from the drop down list. When a month is chosen from the drop-down list the fee is automatically updated to the appropriate pro rata amount for that month.
If for any reason the start of the membership is to be backdated to a preceding month then type the month name and year directly into the start month field, using the format shown. (Month names can be abbreviated to three letters (except "Sept") and the year to the last two digits). In this case, the fee will need to be calculated manually.
When all of the details are correct choose Enter.
When all the membership sales required have been entered choose Done.
Account Creation
Course Sale Entry
Trial Lesson Ticket Sale Entry
Adding New Membership Types
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