Part Payment & Dues
Lets a member pay less than the term price at enrolment and settle the balance later. Switches on the Dues & Collections page, the balance column on memberships, the payment reminder, and the Member Dues report. With it off, enrolment always takes the full amount.
Switch: Settings > Gym > Part Payment & Dues. Permissions: Payment Entry to collect, Enrol & Renew to leave a balance in the first place.
Where it appears
Gym shell: Dues & Collections in Navigation. POS page: Memberships > Dues.
Flow
flowchart TD
E[Enrol / Renew: amount taken now < payable] --> S[(Sale voucher: partly paid)]
S --> D[Dues & Collections: balance per member
read from the sale, never stored on the term]
D --> C[Collect: Payment In allocated to the sale]
C --> P[(Payment recorded · balance updated)]
P --> D
D --> R[Print / WhatsApp payment reminder
same balance as the list]
D --> X[Member Dues report · dashboard card]
P -->|balance zero| Z[Fully paid]
Screens
- Dues & Collections - members with a balance, the term it belongs to, days overdue; the card on top totals the whole list. Collect from the row, or print / share a reminder.
- Reminders - the same list read one question further: who has not been messaged yet. Sending stamps the term, so a run picked up again tomorrow skips whoever already heard from you, and a send that fails leaves them on the list.
- Enrol dialog - the amount taken now field defaults to the whole payable; anything less becomes a due.
Setting it up
flowchart LR
A[Settings > Gym
Part Payment and Dues on] --> B[Enrol a member taking less than the full term]
B --> C[Balance appears in Dues and Collections]
C --> D[Collect it later from the row]
D --> E[Or send a printed or WhatsApp reminder]
E --> C
Reports
Member Dues, Pending Bills, Receivable Parties.
Switching off with unpaid balances warns at save.