Good 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 subscription / Automatic renewal: The payment will be created according to the start date of the subscription, if the subscription starts in the future the payment will be created on this precise date.
Course card type subscription: The payment will be created when the subscription is allocated, whether in the future or not.
It is possible to modify the type of subscription in the general menu> subscription list if no member is linked to it.
For more details on the different types of subscriptions Click here
The different payment methods
Interac 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 `` according to the invoice date '' otherwise, you will not see your pending transactions. **
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.
If you assign a subscription 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.