Add New Recurring Payment to Member - Revision history

Laz at 00:02, 20 July 2017

2017-07-20T00:02:25Z

← Older revision		Revision as of 00:02, 20 July 2017
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	#This will bring up the pledge screen.		#This will bring up the pledge screen.
	#Click "Make Recurring" at the bottom center of the pledge screen.		#Click "Make Recurring" at the bottom center of the pledge screen.
	##Confirm that name in the upper left is correct on the pledge.		#Confirm that name in the upper left is correct on the pledge.
	##Set the type to "Scheduled".		#Set the type to "Scheduled".
	##Leave "Create _ Days in Advance" field blank.		#Leave "Create _ Days in Advance" field blank.
	##Set the interval to "Monthly", to execute on the "1st" day of every "1" Month.		#Set the interval to "Monthly", to execute on the "1st" day of every "1" Month.
	##Set the start date for first invoice to be sent. This should be the first day of the following month. Per the policy of Knox Makers, if the member pays to join before the 15th of the month, their dues count toward the current calendar month. In that case, create a one-time charge for the member following the procedure here: [[Add a One-time Payment to a Member]]. If the member pays to join on or after the 15th of the month, their dues will count toward the next calendar month, so no further action is needed.		#Set the start date for first invoice to be sent. This should be the first day of the following month. Per the policy of Knox Makers, if the member pays to join before the 15th of the month, their dues count toward the current calendar month. In that case, create a one-time charge for the member following the procedure here: [[Add a One-time Payment to a Member]]. If the member pays to join on or after the 15th of the month, their dues will count toward the next calendar month, so no further action is needed.
	##Under "Product/Service" click the drop down menu. Select the appropriate dues type for this member, whether individual, sponsored, or student/senior.		#Under "Product/Service" click the drop down menu. Select the appropriate dues type for this member, whether individual, sponsored, or student/senior.
	##Once the dues type is selected, assign the item to "General" under the "Class" heading.		#Once the dues type is selected, assign the item to "General" under the "Class" heading.
	##Click the "Save Template".		#Click the "Save Template".

Laz at 00:01, 20 July 2017

2017-07-20T00:01:51Z

← Older revision		Revision as of 00:01, 20 July 2017
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	##Leave "Create _ Days in Advance" field blank.		##Leave "Create _ Days in Advance" field blank.
	##Set the interval to "Monthly", to execute on the "1st" day of every "1" Month.		##Set the interval to "Monthly", to execute on the "1st" day of every "1" Month.
	##Set the start date for first invoice to be sent. This should be the first day of the following month. Per the policy of Knox Makers, if the member pays to join before the 15th of the month, their dues count toward the current calendar month. In that case, create a one-time charge for the member following the procedure here:		##Set the start date for first invoice to be sent. This should be the first day of the following month. Per the policy of Knox Makers, if the member pays to join before the 15th of the month, their dues count toward the current calendar month. In that case, create a one-time charge for the member following the procedure here: [[Add a One-time Payment to a Member]]. If the member pays to join on or after the 15th of the month, their dues will count toward the next calendar month, so no further action is needed.
	[[Add a One-time Payment to a Member]].
	If the member pays to join on or after the 15th of the month, their dues will count toward the next calendar month, so no further action is needed.
	##Under "Product/Service" click the drop down menu. Select the appropriate dues type for this member, whether individual, sponsored, or student/senior.		##Under "Product/Service" click the drop down menu. Select the appropriate dues type for this member, whether individual, sponsored, or student/senior.
	##Once the dues type is selected, assign the item to "General" under the "Class" heading.		##Once the dues type is selected, assign the item to "General" under the "Class" heading.
	##Click the "Save Template".		##Click the "Save Template".

Laz at 00:00, 20 July 2017

2017-07-20T00:00:54Z

← Older revision		Revision as of 00:00, 20 July 2017
Line 9:		Line 9:
	##Set the interval to "Monthly", to execute on the "1st" day of every "1" Month.		##Set the interval to "Monthly", to execute on the "1st" day of every "1" Month.
	##Set the start date for first invoice to be sent. This should be the first day of the following month. Per the policy of Knox Makers, if the member pays to join before the 15th of the month, their dues count toward the current calendar month. In that case, create a one-time charge for the member following the procedure here:		##Set the start date for first invoice to be sent. This should be the first day of the following month. Per the policy of Knox Makers, if the member pays to join before the 15th of the month, their dues count toward the current calendar month. In that case, create a one-time charge for the member following the procedure here:
	[[Add a One-time Payment to a Member]]. If the member pays to join on or after the 15th of the month, their dues will count toward the next calendar month, so no further action is needed.		[[Add a One-time Payment to a Member]].
			If the member pays to join on or after the 15th of the month, their dues will count toward the next calendar month, so no further action is needed.
	##Under "Product/Service" click the drop down menu. Select the appropriate dues type for this member, whether individual, sponsored, or student/senior.		##Under "Product/Service" click the drop down menu. Select the appropriate dues type for this member, whether individual, sponsored, or student/senior.
	##Once the dues type is selected, assign the item to "General" under the "Class" heading.		##Once the dues type is selected, assign the item to "General" under the "Class" heading.
	##Click the "Save Template".		##Click the "Save Template".

Laz at 00:00, 20 July 2017

2017-07-20T00:00:40Z

← Older revision		Revision as of 00:00, 20 July 2017
Line 8:		Line 8:
	##Leave "Create _ Days in Advance" field blank.		##Leave "Create _ Days in Advance" field blank.
	##Set the interval to "Monthly", to execute on the "1st" day of every "1" Month.		##Set the interval to "Monthly", to execute on the "1st" day of every "1" Month.
	##Set the start date for first invoice to be sent.This should be the ~~due date for~~ the ~~member's dues~~. Per the policy of Knox Makers, if the member pays to join before the 15th of the month, their dues count toward the current calendar month, so the ~~date should be~~		##Set the start date for first invoice to be sent. This should be the first day of the following month. Per the policy of Knox Makers, if the member pays to join before the 15th of the month, their dues count toward the current calendar month. In that case, create a one-time charge for the member following the procedure here:
			[[Add a One-time Payment to a Member]]. If the member pays to join on or after the 15th of the month, their dues will count toward the next calendar month, so no further action is needed.
			##Under "Product/Service" click the drop down menu. Select the appropriate dues type for this member, whether individual, sponsored, or student/senior.
			##Once the dues type is selected, assign the item to "General" under the "Class" heading.
			##Click the "Save Template".

Laz: Created page with "#In the navigation menu on the left, select "Sales". #In the top menu of the sales pane, select "Members". This will bring up a list of active members. #Scroll to the member..."

2017-07-19T23:29:50Z

Created page with "#In the navigation menu on the left, select "Sales". #In the top menu of the sales pane, select "Members". This will bring up a list of active members. #Scroll to the member..."

New page

#In the navigation menu on the left, select "Sales".
#In the top menu of the sales pane, select "Members". This will bring up a list of active members.
#Scroll to the member that you wish to add a recurring payment to, and click the drop down menu on the right hand side. Select "Create Pledge".
#This will bring up the pledge screen.
#Click "Make Recurring" at the bottom center of the pledge screen.
##Confirm that name in the upper left is correct on the pledge.
##Set the type to "Scheduled".
##Leave "Create _ Days in Advance" field blank.
##Set the interval to "Monthly", to execute on the "1st" day of every "1" Month.
##Set the start date for first invoice to be sent.This should be the due date for the member's dues. Per the policy of Knox Makers, if the member pays to join before the 15th of the month, their dues count toward the current calendar month, so the date should be