I am in the process of setting up members and bringing in previous years balances for members. Some members have negative balances. I can see when setting up a member "Add Balance" and accepts positive amounts but does not seem to accept negative amounts.
Am I in the wrong place, doing the wrong thing or its not possible?
Thanks
Hi Trilly,
Thanks for your question.
Our thinking for only allowing positive member balances is that these can be allocated to, and offset, against other membership balances. It does not really make sense to allocate a negative balance as this would simply increase the amount due on an existing membership assignment.
Also, brought forward negative balances are likely to be due to an unpaid membership - which you would, presumably, set up in Clubtreasurer as you make your transition.
Finally, if this won't work for you we recommend creating a new Membership - call it "General Member Balances Due" - and set it as One Time (non-renewable) and Custom Fee => Then assign this to all of your members with balances due, changing the amount as appropriate. This will create the due amounts for each member which can be received as normal.
Moving this topic to the Membership Mgt forum.