From time to time you may need to skip (or waive) a payment for a member. This can be achieved by skipping the payment in Clubworx. Skipping Upcoming Payments is easy to apply and you can do it either in the main Payments List or from the Payments Tab in a Contacts Profile.
Just note to be sure you want to Skip a Payment as it cannot be "Un-Skipped'. In the case of needing to re-process the Payment you can learn more here.
Let's start by Skipping a Payment in the main Payments list.
Click on Payments in the Dashboard Menu (on the left hand side of your site)
Apply a date range of Payments you want to view using the date pickers at the top of the page (as per the screenshot below). Please note, you can only skip payments that are scheduled for a future date.
Click on the Cog icon (on the far right of the payment line item) to see the options for managing your payments
Select Skip
Once it has been successfully applied, the Payment Status will be updated from to Skipped.
Now, we'll see how to a Skip a Payment from the Payments Tab of a contacts Profile.
Navigate to the contact you would like to skip a payment for
Click on the Payments Tab
Find the payment/s you would like to skip. Again you can do this by adding a date range of Payments using the date pickers at the top of the payment list.
Click on the Cog icon on the far right of the payment line item to see the options
Select Skip
You have successfully Skipped a Payment!
If you have any further questions or queries, please don't hesitate to contact support at support@clubworx.com