Icons for Member Details
From Left to Right:
Copy Member Info - allows copy & paste to another document of member name & address.
Add Member Note - allows you to add a member note manually to the members record.
Add Member Card - allows you to add a card to the members record.
Edit Member Card - allows you to edit a card to the members record.
Delete Member Card - allows you to delete a card from the members record.
Letters to Member - allows you to print or e mail a letter to the member.
Quick E Mail - allows you to send a quick e mail to the member.
Print Handicap Certificate - allows you to print a handicap certificate for the member.
Icons for Member Finance
From Left to Right:
Preview Member Statement - allows you to view and / or print the members statement for the period selected in the period dates. See The Desktop / Period Dates.
Preview Subscription Letter- allows you to view and /or print / e mail the members subscription letter.
Family Total - allows you to view charges made to a family group.
Add Notes - allows you to add a member note manually to the members record.
Add Loan - allows you to add loan information to the member record.
Delete Loan - allows you to delete a loan from a members record.
Icons for Member Payments
From Left to Right:
General Payment/Refund against subscription account - allows you to make an Ad Hoc payment / refund against the members account.
Payment against subscription charges - allows you to make a payment & allocation against the members account.
Refund against subscription charges - allows you to reverse a transaction against the members account.
Add Notes - allows you to manually add notes to the members record.