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Tag: Reference material

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 […]

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. […]

Searching the membership invoices

Click on the Invoicing – tab Under invoicing tab, click the invoicing history. In this view you can check and search invoices imported to ledger. You can either set search options or leave them blank, then system will search all invoices.

Processing show payments

The invoice that was populated for the member when show entry was created, depends from the products the member chose.  One invoice can contain multiple cat’s show entries (multiple products). When entry is added by the show secretary, no invoice is populated. Invoices are processed the same way as invoicing members happens. (More information: membership secretary’s instructions) Reference material If the club has a contract with the bank for using reference material, payments can be […]