|
|
| (One intermediate revision by the same user not shown) |
| Line 1: |
Line 1: |
| − | <div style="margin-left: 18pt;">
| + | To assign a manual ePayment |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">1. </div></td>
| |
| − | <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E0DQB0HA">Click </span><span style="font-weight: bold;">Members</span> in the left-hand menu and select the desired member.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">2. </div></td>
| |
| − | <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E0CQB0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">3. </div></td>
| |
| − | <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E0BQB0HA">In the </span><span style="font-weight: bold;">Membership Fees and Dues</span> area, click <span style="font-weight: bold;">Assign Fee Items</span>.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">4. </div></td>
| |
| − | <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E0AQB0HA">Complete the </span><span style="font-weight: bold;">Assign a Member Fee Item</span> fields making sure to select the <span style="font-weight: bold;">Charge to ACH, debit or credit card</span> checkbox.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E06PB0HA">[[Image:ChamberMaster_Billing-Assign_Fee_Item_for_automatic_recurring_credit_2fd-CMBilling.1.023.1.jpg]]</span></div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">5. </div></td>
| |
| − | <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E05PB0HA">Choose </span><span style="font-family: Arial; font-size: 11pt;">Add new epayment profile</span> or select an existing profile if setup to automatically charge your member’s credit card or ACH or choose <span style="font-weight: bold;">Use manual epayment provider</span> if you are <span style="font-family: Arial; font-size: 11pt;">billing the member using a 3rd party solution</span> or other outside financial institution and would like to have the billing transaction automatically created in the epayment invoice batch.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="margin-left: 18pt;">
| |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| |
| − | <tr valign="baseline">
| |
| − | <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">6. </div></td>
| |
| − | <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E04PB0HA">Click </span><span style="font-weight: bold;">Save and Exit</span>.</div></td>
| |
| − | </tr>
| |
| − | </table>
| |
| − | </div>
| |
| − | <div style="color: #5F497A; font-family: Arial; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E03PB0HA">Note: To process these fee assignments, </span><span style="font-family: Arial; font-size: 9pt;">create the monthly recurring epayment batch</span>.</div>
| |
| − | | |
| − | ===Remove a Manual Epayment===
| |
| | | | |
| | #For the desired members, click the '''Account''' tab. | | #For the desired members, click the '''Account''' tab. |
| | #:[[File:Fees and dues 2021.jpg|600px|center]] | | #:[[File:Fees and dues 2021.jpg|600px|center]] |
| − | #In the '''Membership Fees & Dues''' section, click the hyper-link for the fee item from which you wish to remove the manual Epayment | + | #Click the hyper-link for the fee item to which you wish to assign the manual ePayment. |
| − | #:[[File:Remove manual epayment 2021.jpg|400px|center]] | + | #:[[File:Assign manual epayment 2021.jpg|400px|center]] |
| − | #Clear the '''Charge to ACH, debit or credit card''' check-box. | + | #Tick the '''Charge to ACH, debit or credit card''' check-box. |
| | + | #Select '''Use manual ePayment provider'''. |
| | #Click '''Save & Exit'''. | | #Click '''Save & Exit'''. |
