Payment tenders

Payment tenders allow you to classify payments - which comes handy for searches and reports:

Online

• For online payments, a tender is recorded automatically, e.g. Online - Authorize.Net credit card payment.

Manual

• For manual payments, tender is selected from the customizable list when the payment is entered, e.g. 'Cash' or 'Checking Account'.

Customizing Tends

You can customize the list of tenders via Settings > Tender management

Example - Special Cases

Tenders can be also used to track special cases, e.g. special discounts. See: Discount coupons for member applications

Lets say you want to give 20% discount to one of your new members on a Membership Level that is  regularly $100. For the example lets assume he sends in $80.

First, you would create an invoice (see Issue manual invoice)  which would initially be for a $100.  Next, once you received your initial payment ($80) you would record the amount and then, for the outstanding balance of $20 you would record a second payment where you would select your special discount tender.

This will allow you to see your discount tender in the Payment report along with other tenders.

See also

• Record Payment and Settle to Invoice
• Adjust or Cancel Payment or Refund
• Online Payments