Difference between revisions of "Manage Account Information"

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(Replaced content with "The '''Account''' tab in the '''Members''' module is where you will view and manage financial account settings for each member in your assocation. *Check current member b...")
 
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The '''Account''' tab in the '''Members''' module is where you will view and manage financial account settings for each member in your assocation.
  <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-Manage_Account_Information|Previous]] | [[Member_Management-Check_Current_Balance|Next]] | [[Member_Management-Index|Index]]</div>
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  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">Manage Account Information</div>
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*Check current member balance
  <hr />
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*Change billing rep or renewal month
  <div style="color: #808080; font-family: Cambria; font-size: 22pt;"><span id="wwpID0E0JI0HA">Manage Account Information</span></div>
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*Setup automatic recurring credit card or ACH billing
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0II0HA">The members’ </span><span style="font-weight: bold;">Account</span> tab is where you will view and manage financial account settings for your member. </div>
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*Assign fees and dues or create a single invoice
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
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*View transaction history
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HI0HA">Check current member balance</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GI0HA">Change </span><span style="font-family: Calibri; font-size: 11pt;">billing rep </span>or <span style="font-family: Calibri; font-size: 11pt;">renewal month</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FI0HA">Setup automatic recurring credit card or ACH billing</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EI0HA">Assign fees and dues or create a single invoice</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DI0HA">View transaction history</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
</div>
 

Latest revision as of 21:36, 26 October 2015

The Account tab in the Members module is where you will view and manage financial account settings for each member in your assocation.

  • Check current member balance
  • Change billing rep or renewal month
  • Setup automatic recurring credit card or ACH billing
  • Assign fees and dues or create a single invoice
  • View transaction history