Field Name

Description

Amount

Amount of dues paid.

Check or Reference No

For reference enter the check number, receipt number, or other.

Complimentary

This logical field is flagged if the dues renewal was complimentary.

Date

This date is used to record the date on which the dues payment was made.

Membership SubType

In addition to Membership Types, your organization may also have Membership Subtypes. Record the membership subtype in this field if it exists. This field is controlled by an authority file.

Membership SubType Code

Each membership subtype must be assigned a code. This field is populated when the Membership SubType is selected. Each code can be assigned to one or more membership subtype.

Membership Type

Record the type of membership for this contact. This field is controlled by the drop-down list.

Membership Type Code

Each membership type must be assigned a code. This field is populated when the Membership Type is selected. Each code can be assigned to one or more membership type.

Notes

The Notes field may be used to record any additional information about the dues payment. There is no limit to the number of lines or the type of information recorded in this field.

Paid Thru

Date through which the current dues payment extends the membership.

Receipt Sent

Date the dues payment receipt is sent to the contact.

Received From

This field records who the dues payment is from. It is linked to the Contacts drop-down list.

Revenue Restriction

This field can be used to denote restrictions on the use of the dues payment. Restriction options are permanently, temporarily or unrestricted. This field is controlled by an authority file.

Revenue Source

Use this field to record the source of this revenue. This field is controlled by an authority file.

Tax Deductible Amount

Amount of the dues payment that is tax deductible.

Type of Payment

The Type of Payment field is controlled by an authority file from which you may choose predefined payment types. Select how the payment was made, e.g., check, cash, credit card, PayPal, other, etc. This field is controlled by an authority file.