Category: 4. Club guidelines – Member register

Acceptin membership payment manually

Click the check invoice from invoice’s row you want to process Fill in the amount of Payment and Date of payment and if there is other information to add. Click the Approve the invoice and the payments – button Payment will be visible in the invoice and invoice is marked as accepted. Please notice that if the invoice is partially paid, you need to add the amount manually and add a notification to comment field. […]

Processing the unallocated payments

Reference material will include all the payments paid with correct reference code, also others than membership payments. Unallocated payments are processed in Invoicing – tab, section Unallocated payments Search all unallocated payments e.g. in certain time table. If you do not give any search options, search will bring all unallocated payments. From the list you can e.g. reject payments that do not belong to the system, or allocate the payments to correct invoice.

Importing reference material

Importing reference material is for clubs that have contract with bank for reference material Export the reference material from your bank Go to Invoicing – tab and choose the ”Importing payments to the registry” Press the ”Choose file” – button and browse the reference material file Press “Download the file and import payments” – button System will check payments from the reference material and marks the paid membership payments paid. Please notice, that reference material […]

Selection

In this view you can either create new selections or use to existent selections. Selection criteria means that search is done again every time. Selection group means saved listing of persons. If you want to create a selection, click ”New selection” and give the criteria’s, e.g. ”General” -> City and click ”Select” System will list all members with this selection are (in this case the City you defined) You can add more criteria by clicking […]

Payment notices

Click the ”Invoicing” – tab Click the ”Create payment notice” Fill in at least the fields marked with star (*) Click ”Search” – button From the list you can choose the members who will receive the payment notice, or you can choose all. After making choice, click ”Create payment notice for selected invoices” System will create the payment notices as PDF-files Payment notice information is saved to members invoice and to Invoicing – tab

Invoicing memberships

Click the Invoicing – tab. Klikkaa yläpalkissa kohtaa Laskutus Click the Invoice memberships Fill in at least the fields marked with star (*) Choose the Membership type from the list. (Invoice amount is defined by the choices, you can also choose multiple membership types) Click on the Search invoices Choose the members who you want the invoice to be sent and click Send Invoices  If you want to send all invoices, click ”Send all invoices”  […]

Adding a new member to club

New member can be added to club in two ways. When member applies to club via MyCats start page form membership application, the application appears for the club to the MyCats start page, where membership secretary will need process it. Membership secretary can also directly add the user to club, or add new club for existent member. 1. Processing membership application Unprocessed membership applications can be found from MyCats start page. Application can be either […]

Modifying the member’s / organization’s details 

Search the member / organization whose details you want to modify by using the search tool in the left panel of the page: Search for members or organizations. You can search with member or organization name by pressing the SEARCH – button or using the ADVANCED SEARCH. Access and modify the details by clicking the member’s / organization’s name on the search results. If the search finds only one member / organization, the details are […]

Memberlists

Go to Reports – tab and click the Member list by clubs Enter the date, default is current date, report will show members until that date you set. Choose the club whose members you want to view. Click Search After that you can see the list of all members of the club you chose. You can save the data to excel by clicking the Excel-icon in top of the listing. The listing does not show […]

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