Use the Find Customer for Payer or Find Company sections of the Receipt Payment page to select the payer for a transaction. Under the Administration > Financial Settings > Configuration > Financial section, If you have enabled the Limit the payer to be a family member or an associated organization setting, a Choose Payer section replaces the Find Customer for Payer and Find Company sections. Staff users can only add a new family member, select an existing family member or select an associated organization to be the payer.
Choose one of the following:
If you see the customer who will pay for the transaction in the Potential Customers list:
Select the customer who will pay.
Click Select.
If an existing customer who is not in the Potential Customers list will pay for the transaction:
Enter one or more criteria that you want to use to search for the customer.
Click Search.
If the customer who will pay for the transaction does not yet exist in ACTIVE Net, click Add New Customer.
If the customer who will pay for the transaction is a family member who does not yet exist in ACTIVE Net:
Select an existing customer who is in the family of the new customer from the Add Family Member / Friend (Based on Customer) list.
Click Submit.
If you know the Customer ID, Membership Pass Number, or alternate key type of the customer who will pay for the transaction:
Enter the information in the corresponding box.
Click Submit.
If a company will pay for the transaction:
Click the Find Company section.
Search for an existing company or add a new company.
If you have enabled the Limit the payer to be a family member or an associated organization setting, you can only add a new family member, select an existing family member or select an associated organization to be the payer.
Entering payment for a transaction