Add a transaction

See About transactions on the Bowlr system for general information before using the Accounts module.

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Transactions are not added from the main Transactions list page found in Accounts -> Transactions.

Instead, go to Members -> Members list.

Then click the [ £ ] button on the row of the member to go to the member's transaction page.

This page shows a box at the top for adding new transactions, and a list underneath of date-ordered existing transactions for this member.

To begin adding a new transaction, click the Payment For dropdown menu to select from the list of available transactions. See Managing transaction types for more information on these.

Selecting a type will insert a number into the Amount field. This number can be edited freely.

The Subscription Season should be set to the season the transaction belongs to. This is just for helping running reports in the future and for helping the system copy transactions between seasons.

The Due Date will be filled in automatically to today's date. This can be changed freely to the future or the past.

The Paid Date is left intentionally blank. This is used as an indication that this fee has not been paid.

The system does not allow you to enter a future date for paid date. A fee should only be marked as paid when the payment is actually received.

The Payment Method menu is provided for convenience and to help with generating reports. this menu can be customised by the Bowlr Support Team when setting up the system at the beginning, or contact us any time for advice.

Finally, the large Description field is completely optional and can be used to explain any anomalies.

e.g. "We applied a £5 discount from the promo code on our magazine advert."

Finally, click the Add transaction button to see the page refresh, a confirmation message at the top, and the new transaction appears at the top of the list.