Recording a check & Pending orders 

Once you receive a check from your member, you’ll want to record that check in the customer’s account.  

Go to Finances and  on the Orders Tab.

This will give you a list of all the orders that have been completed through the Member Splash system. 

You may search for a specific order, name or account number.

You may refine your search by date range or payment status. 

You can also search by the payment status 

Orders that have been paid by check will display as Pending, in a bright yellow box.  

To reconcile a check payment, select the Order # and click “View” 

The following popup box will appear 

An order in pending will allow you to insert a check number and record the payment

The name on the check is set to the billing member by default but can be updated of the check name differs. The system checks to be sure you do not record an overpayment. 

*If you have a check that is an underpayment you can record the underpayment and follow back up with the member for the remainder, however we recommend that you reject checks that are under paid and require the full amount as tracking is easier.  Underpayment can be seen on the payment screens as well. 

When completing, the payment status will update to paid and if there is an invoice, the balance will be updated to $0.00

The member’s account will immediately be updated to show as Paid.