Approved Workman Database

Community Contributions => General Discussion => Topic started by: Springbrook on March 24, 2013, 11:27:20 AM

Title: Handling dues from Clubbers who leave
Post by: Springbrook on March 24, 2013, 11:27:20 AM

Note: This post is applicable in the Legacy database as well as in the Cloud database's Windows App.

What do you do with clubbers who leave mid-year?  I have changed their status to 'inactive' however the dues still show a balance for the whole year.

Title: Re: Handling dues from Clubbers who leave
Post by: Rick Leffler on April 04, 2013, 05:31:33 PM

I agree with setting their status to "Inactive".  In order to zero out the balance due on their Fees representing the annual dues, you could waive the balance due.  To do this, open the family's Household Ledger and on the Fees grid, right-click the specific record you want to waive, and from the popup menu select "Waive Fee".  You can also select and waive Fee balances from the main Ledger > Fees grid.