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How to Post a Reinstatement and Clearance Card Grant in the same day

Currently, IMSe does not allow a Clearance Card Grant to be on the same day as the Reinstatement.  For this reason, we have to trick the system a little bit.  Please follow these steps.
There is a Work Order pending to fix this situation so that Clearance Cards can be granted the same day as a Reinstatement.
  1. Post the received payment today, applying the $15 for the Clearance Card towards Dues
    1. This will show the Full Payment Received on your Cash Receipts Journal Today.
  2. Write and give the Clearance Card to the Member
  3. Print the Receipt for yourself and make a note it needs to be Adjusted tomorrow
  4. The Following Day – Do a Payment Adjustment to 0
  5. Go to Member Mangement and Grant the Clearance Card as of Today
  6. Go to Dues Processing – Repost the Payment
  7. Rather than Applying the Extra $15 towards Dues, you can now apply it towards the Clearance Card Fee.
Updated on September 21, 2017

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