Fee History

Prerequisites

The Fee History feature is only available in ORS/OCIS when the following requirements are met:

Membership type is primary
Membership type that has the Fulfillment option selected under the Main tab of the Membership Types screen
Membership type has the Fee option selected under the Features tab of the Membership Types screen

See Membership Types Setup and Maintenance for more information on these options.

Permissions

The below permissions must be granted to use this feature:

Membership > DEFAULT FEE OVERRIDE

Membership > PAYMENT HISTORY RECORD ADD

Membership > PAYMENT HISTORY RECORD EDIT

Membership > PAYMENT HISTORY RECORD DELETE

From the Profile Membership List screen, you can select the Fees button to open a list of the membership fee payment history for a particular member. The Fee History screen opens. From this screen, you can also add and edit membership fee payments.

The payment date, fee code, original membership level (before upgrade/downgrade) and final membership level (after upgrade/downgrade), original membership expiration date (before upgrade/downgrade) and final expirations date (after upgrade/downgrade), source, payment method, payment amount, currency type and user comments are all displayed in the grid.

fee_history

Adding or Editing a Payment

You can select the New button to add a new payment to the payment history (or select the Edit button to make changes to an existing one). The Fee History - New screen appears.

Payment Date. (required) Select the calendar button and choose a date when the membership fee payment was made.

Fee Code. (required) Select the down arrow and choose a fee code to apply to the payment. See Membership Fees for information on how fee codes are configured.

Original Level. The membership level before the upgrade or downgrade.

Final Level. The membership level after the upgrade or downgrade.

Source. The source of the payment.

Payment Method. Select the down arrow and choose a payment method from the list of values.

Amount. (required) Enter a payment amount.

Currency. The currency type for the payment method.

Comments. Enter payment comments.