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

Modified on Thu, Aug 22 at 3:13 PM

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.

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.
Write and give the Clearance Card to the Member
Print the Receipt for yourself and make a note it needs to be Adjusted tomorrow
The Following Day – Do a Payment Adjustment to 0
Go to Member Mangement and Grant the Clearance Card as of Today
Go to Dues Processing – Repost the Payment
Rather than Applying the Extra $15 towards Dues, you can now apply it towards the Clearance Card Fee.