Difference between revisions of "Member Bill Pay"

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(Created page with "Once your credit card credentials have been setup with customer support and Member Bill Pay is turned on, members will be able to pay their bills online in their...")
 
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Once your credit card credentials have been setup with [[Main_Page|customer support]] and Member Bill Pay is turned on, members will be able to pay their bills online in their Member Information Center when they login.
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Once your credit card credentials have been setup and Member Bill Pay is enabled, members will be able to pay their bills online in their Member Information Center (MIC) when they login.
  
 
==Steps for Members to Pay a Bill Online==
 
==Steps for Members to Pay a Bill Online==
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1. Members should login to the MIC.
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# The member needs to first, login to their Member Information Center (MIC)
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# In the upper right they will see a box with their '''Account Balance''' They can then click '''Pay'''
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# Next they need to select the which invoice(s) to pay.
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#: ''If the invoice they wish to pay is not listed they can click '''Make an additional payment''' and enter in the amount and any details about that payment.''
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# Click '''Continue'''.
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# A summary screen will appear allowing the user to remove any items they don't want to pay for from their checkout cart.
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# Click '''Checkout'''.
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# Complete the credit card checkout screen, select to agree to the payment terms (if applicable) and click '''Checkout'''.
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# A confirmation screen will appear. The email address entered on the credit card information screen will receive an email with the confirmation information as well. If you have notifications enabled for a specific staff person to be notified when a member bill pay is done your selected staff members will receive an email as well.
  
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2. Click '''Pay Bills Online'''.
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==Record a payment made using 'Make Additional Payment'==
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When a member pays but does not select an invoice the payment will be received but not automatically recorded. Follow the steps below to record this payment.
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3. Select the desired invoice to pay.
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# Click '''Mbr Payments''' in the Task List to view the incoming payment.
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# Go to '''Billing''' and open the '''Billing Center''' tab.
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4. If any additional payments are desired, type the amount in the '''Additional Amount''' field. Type the Invoice number in the '''Invoice #''' field. If no invoice number is known, check '''“No Invoice Number”''' and enter a Comment. (A comment is required when no invoice number is known.)
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# Select the member who made the payment
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# Create the appropriate payment or sales receipt for this transaction.
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5. Enter up to two email addresses for a receipt to be emailed. (The designated Billing Rep email address will already be listed as a default).
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#:''When you select payment method do not click capture payment - the payment has already been captured''
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# Return to '''Mbr Payments''' in the Task List and change the status of that payment to '''Completed'''
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6. Click '''Continue'''.
 
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7. A summary screen will appear where last minute changes may be made.
 
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:'''Note: '''The Invoice selection will display only when Jobs and/or Hot Deals have been setup with a payment method of Invoice.
 
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8. Click '''Continue'''.
 
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9. Complete the credit card checkout screen, select to agree to the payment terms and click '''Purchase Now'''.
 
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10. A confirmation screen will appear. The previously selected member recipients will receive an email. Your selected staff members will receive an email as well. These staff recipients are selected during setup.
 
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==Receiving Credit Card Payment for Member Bill Pay of a Specific Invoice==
 
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1. Your designated staff person will receive an email with notification of member bill pay.
 
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2. Click '''Billing''' and select the '''Credit Card Listing''' report from the '''Reports''' tab to view and ensure a successful credit card transaction.
 
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3. Also on the '''Reports''' tab, click Payment Summary Report to view the automatic payment that was applied against that invoice.
 
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:'''Note: '''To set the default for the Payment Method that will display on these automatic payments, click '''Setup''' and select '''Billing Options''' and '''Settings'''. Open the "Appearance" area. Select '''Credit Card''' (other your desired phrase) in the '''Credit Card Pmt Method''' drop down list.
 
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4. To create your own phrase to select in the '''Credit Card Pmt Method''' drop down list, click Setup and select '''Payment Methods''' in the '''Billing''' section. Click '''Add Payment Method''' to add your desired phrase.
 
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5. You will also see this payment displayed when viewing '''Members''' > '''Account''' tab > '''Transaction History'''.
 
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==Receiving Credit Card Payment for Member Bill Pay with Invoice Specified==
 
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1. The designated chamber staff will receive an email with notification of member bill pay.
 
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:'''Note: '''These staff recipients are selected during setup.
 
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2. Click '''Mbr Payments''' in the Task List to view the incoming payment.
 
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3. Click '''Billing''' and select the '''Credit Card Listing''' report from the '''Reports''' tab to view and ensure a successful credit card transaction.
 
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4. Create the appropriate invoice/payment or sales receipt for this transaction.
 
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5. Return to '''Mbr Payments''' in the Task List and select '''Completed''' from the '''Status''' drop-down list.
 

Latest revision as of 14:41, 6 November 2015

Once your credit card credentials have been setup and Member Bill Pay is enabled, members will be able to pay their bills online in their Member Information Center (MIC) when they login.

Steps for Members to Pay a Bill Online

  1. The member needs to first, login to their Member Information Center (MIC)
  2. In the upper right they will see a box with their Account Balance They can then click Pay
  3. Next they need to select the which invoice(s) to pay.
    If the invoice they wish to pay is not listed they can click Make an additional payment and enter in the amount and any details about that payment.
  4. Click Continue.
  5. A summary screen will appear allowing the user to remove any items they don't want to pay for from their checkout cart.
  6. Click Checkout.
  7. Complete the credit card checkout screen, select to agree to the payment terms (if applicable) and click Checkout.
  8. A confirmation screen will appear. The email address entered on the credit card information screen will receive an email with the confirmation information as well. If you have notifications enabled for a specific staff person to be notified when a member bill pay is done your selected staff members will receive an email as well.

Record a payment made using 'Make Additional Payment'

When a member pays but does not select an invoice the payment will be received but not automatically recorded. Follow the steps below to record this payment.

  1. Click Mbr Payments in the Task List to view the incoming payment.
  2. Go to Billing and open the Billing Center tab.
  3. Select the member who made the payment
  4. Create the appropriate payment or sales receipt for this transaction.
    When you select payment method do not click capture payment - the payment has already been captured
  5. Return to Mbr Payments in the Task List and change the status of that payment to Completed
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