How to settle a payment incident ?

An incident on a payment (Direct Debit rejection, bank card ...) has been declared in Xplor Gym. The member comes to the club to settle the amount due afterwards. How to complete the payment incident ?

If you want to settle a payment incident, follow these steps :

STEP 1 : GO TO THE FINANCIAL TAB IN THE MEMBER FILE

On the member file of the member concerned, go to the Financial tab and show 'Incidents only'. The lists of incidents appears.

STEP 2 : SELECT THE INCIDENT IN ORDER TO SETTLE IT

Select the incident 'In progress' in order to settle it. (Here, in the example, that's £33.39).

STEP 3 : FROM THE THREE  DOTS I COMPLETE THE ACTION

Click on the three dots then on 'Regularize the incident'...

.....the window shows the incident, the date, the method of payment and the amount. Click on 'Validate'.

Finally, choose the method of payment, on the usual screen (Here, I choose 'cash') and then click on 'Confirm'. The payment incident is settled !

STEP 4 : CHECK THE ACTION

If you go back to the profile, to the financial tab and show 'Incidents only', you will see that the incident is 'Closed'. (Here, it is the £33.39 payment incident which has been declared and settled).