Move a payment to another invoice, and arrange the person record your way

Payments land on the wrong invoice. Dues get applied to last year's term, a class fee gets entered on the wrong attendee, or one person pays and the seat was for someone else. Until now the fix was a refund and a new payment, which left the books looking like money moved when it never did.

Move payment

• On any dues invoice or class registration with a payment on it, Move payment takes the money off that invoice and puts it on another one. The other open invoices on the same member or person are listed first; type a name, company, class or invoice number to find one on another record.
• Move the whole payment or part of it. The payment keeps its original received date on the new invoice.
• Both invoices get a dated note naming the other, and the payment history on each shows the move in its own color, so the trail reads the same from either end.
• Works across the two kinds of invoice: a class payment can move to a dues invoice and the other way round, and a registration that was paid in full goes back to owing its balance.

Arrange the person record

• Everything under a person's identity card (notes, tasks, invoices, continuing education, event history, committees and lists, member-hub access, emails sent, linked records) is now a block, the same system as the Home page.
• Customize lets you drag blocks into the order you want, make them one to four columns wide, and hide the ones you never use. Reset puts the standard layout back.
• The arrangement is saved per user, so each person on staff can keep the view that suits their job.

Also

• A void or written-off dues invoice can no longer be emailed as an invoice, and its PDF shows no balance due. Undo the void or write-off first if it should go out after all.