How are payments handled by the system?
Print Created by: David BourbonnièreGood practice for understanding the payment menu
A brief explanation of the function of payments
Payment is created in the system depending on that member's default payment method. This payment will be created automatically according to the type of contract that this customer has.
Recurring membership / Automatic renewal: The payment will be created according to the start date of the membership, if the membership starts in the future the payment will be created on this precise date.
Course card type membership (Packs): This is a one time payment that will be created either to be charged that day or in the future.
It is possible to modify the type of membership in the general menu> membership tab by click the 3(...) dot action button > Edit, if no member is linked to it.
For more details on the different types of memberships Click here
The different payment methods
E-transfer / Check / Cash / Terminal
These payment methods must be validated at all times at the end of the day to ensure that you have received the amount.
When a transaction of these types is created in the system, it is found in the PAYMENT LIST menu. The transaction is created pending and the status should be changed to successful when you have received the amount.
** Do not forget to validate that your filter is marked with "select period by billing date '' otherwise, you will not see your pending transactions. **
Credit card
Credit card transactions are handled quickly in the system. When the transaction is created, the status will be successful or in error, if the card is expired, refused, etc.
Bank direct debit
The status of direct debit transactions is only available after 5 working days following the transaction. The status will be in error if the account numbers are invalid or the customer has insufficient funds.
**Warning**
If you assign a membership before the member enters their payment information (credit card, direct debit), the transaction will be in ERROR. In the PAYMENT LIST, you can simply make RETRY in the Actions menu.
