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Wiki source code of Member Payment Options

Version 2.1 by Isaac Mejia on 2026/06/08 19:59
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3 From time to time a member may want their **Activity Package** to be paid with another form of payment that is not attached to their Membership with the facility. The **Activity Scheduler** allows your facility to place different payment options on file for your members. Below is a overview of the**Member Payment Options** feature in the **Activity Scheduler**.
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5 == Accessing Member Payment Options ==
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7 [[image:1590722688.png]]
8 To access **Member Payment Options**, you will open up **Activity Scheduler** and go to the **Settings Tab**. Once your cursor is on the **Settings Tab** a drop down will appear.  When the drop down appears please click on **Member Payment Options.**
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10 == Search for Member ==
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12 [[image:1590558816.png]]
13 Once you have selected the **Member Payment Options** link, this screen will appear. We will need to **Find the Member** you would like to add/edit a payment option for. Please select the **Find Member** link.
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15 == Find Member Window ==
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17 [[image:1590558822.png]]
18 Now that we have selected the **Find Member** link this screen will appear. This is the **Find a Member** search window.
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20 You can search for the member you wish to add/edit a payment option for by entering in the **First or Last Name, Member or Account ID, Alt. Account # or the members Home Phone Number** under the **Search Criteria** section.
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22 Once you have found the member you wish to add/edit a payment option for please select their name with your cursor.
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24 == Payment Options ==
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26 [[image:1590657114.png]]
27 The **Member ID** for the member will appear in the **Select Member** field and the **Members Payment Options** will appear.
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29 The **Payment Option** in **Grey** is the **Payment Option** attached to the members account for dues payments. If you need to update this **Payment Option** please got to their **Member Profile** and update option there.
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31 If you need to **Update/Edit** a members existing **Payment Option**, please click on the **Row** the **Payment Option** you wish to update appears in.
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33 If you need to **Add A Payment Option** to the members account please select the link off to the right **Add Payment Option.**
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35 == Add/Edit Payment Option Screen (Credit Card) ==
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37 [[image:1590657120.png]]
38 If you selected the existing **Payment Option** or the **Add Payment Option** link, this screen will appear. This is the **Add/Edit Payment Option** screen.
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40 This is where you will **Add/Edit** the **Payment Option** for the member.
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42 **Payment Info:** All information in this section is required. Below is a description of all fields that will need to be adjusted.
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44 **Status:** If the **Payment Option** is **Active** to be selected for Payment or**Inactive** and **unable** to be selected for payment. Select the drop down to adjust.
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46 **Description:**Brief explanation of what **Payment Method** is going to be used for. **Scheduler, Scheduler Payment or Activity Package Name** is most commonly used
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48 **Payment Method:**Select the Drop down to either select**Credit Card of EFT.**For example we have selected **Credit Card**//(Please look at next step for EFT instructions)//
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50 **Card Type:**When selecting the Credit Card **Payment Method**, you will need to select which type of card will go on file. **Visa, Mastercard, Discover or American Express**
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52 **Card Number:**Please place **Credit Card number** in this field. After card information is updated you will only be able to see the **last 4 digits** of the card.
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54 **Card Expire Date:**Please place **Credit Card Expiration Date** in this Field.
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56 Now that all info is updated in the proper fields in the **Payment Info** section we need to go to the **Billing Info Section**.
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58 The **Billing Info** section should have the members **Name** and**Billing Address** already in these fields. If any of this information is incorrect or not attached to the members **Payment Info** please update accordingly.
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60 If you are comfortable with all information in the **Payment** and**Billing Info** sections please select **Update** in the bottom right hand corner.
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62 == Add/Edit Payment Option Screen (EFT) ==
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64 [[image:1590689862.png]]
65 If you need to place a **EFT Payment Method** on file the **Payment Info** section. The fields that need to be **Edit/Updated** will change. Below is an explanation of these fields.
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67 **Bank Name:** Name of the Bank the members **Bank Account** is attached to
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69 **Routing Number:** 9 digit number attached to the **Savings or Checking account**
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71 **Account Number:** Number attached to the account we are adding
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73 **Account Type:** Please select either **Savings or Checking**
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75 You will still need to go through the Billing Info section to make sure that all information is connected to the Payment Info.
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77 If you are comfortable with all information in the **Payment** and**Billing Info** sections please select **Update** in the bottom right hand corner.
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79 == After Selecting Update ==
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81 Once the new **Payment Option** has been **Updated,** it will appear in the under the **Payment Option** section. It is now available to be applied to a members **Activity Package.**
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83 This completes the**Member Payment Option**Overview.