Match a payment with the wrong reference
Who can do this Treasurer
Steps
- Open Collections → Suspense.
- Open the payment and read the suggestions, e.g. “Reference 80201420 is one digit short of 802014200 (LTC/0142, BOSA)”. Suggestions are never applied automatically.
- If you’ve confirmed it with the member, select Resolve, choose the member and account, and give a reason.
- Confirm it’s you.
What happens next
The member is credited, value-dated to when they paid. Suspense money is never treated as your society’s money.
Common problems
"The reference names a member but not an account, and this society has set no default"
Choose the account yourself, or set a default product in reference rules.
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