New Contribution
New Contribution receipts money from a member — a monthly premium, a joining fee, or a Motshelo contribution. Recording the period it covers is what keeps arrears accurate.
Where to find it
Go to BurialPro > New > Contribution.
What to enter
| Field | Required | Description |
|---|---|---|
| Member | Yes | Who is paying. |
| Contribution Kind | Yes | Monthly, joining fee or Motshelo. |
| Contribution Date | Yes | When it was received. Must be valid. |
| Period (YYYY-MM) | Yes | The month being paid for. |
| Contribution Amount | Yes | Must be positive. |
| Payment Method | Yes | Cash, card, Orange Money, Post Office and so on. |
| Pay Point | No | Where it was paid. |
| Bank Account | Yes | Where the money lands. |
The period and the date are different fields for a reason. Someone clearing three months of arrears needs three periods marked, not one receipt dated today — otherwise they stay in arrears on a policy they have just brought current.
What happens next
A receipt is produced showing the amount received and the balance still owed, and the member's arrears position updates. See Contributions.
Related pages
- Contributions — the receipt register
- Members — who owes what
- Rules — lapse and reminders