Membership Procedures

This page lists procedures for membership operations.  It includes links to procedures filed here and in other locations
Number  Procedure  Date revised
By
1.1
Membership renewal campaign and invoicing OLD MANUAL PROCESS
Sep 2, 2015
Tim Atkinson
  Creating Individual membership invoices when the batch process fails
Nov 23,2015
 Tim Atkinson
  Sending membership renewal invoices
 Nov 20, 2015
Tim Atkinson
       

Set up Recognition report for year

Nov 16, 2015
Tim Atkinson
  Applying credit card payment to membership
 Nov 17, 2015
 Tim Atkinson





Processing a member renewal case
Dec 22, 2016
Tim Atkinson




  RENEWALS    
  Setting up Renewals for the whole financial year
 June 19, 2017
Tim Atkinson
  Automating member renewals part 1- setting up and checking
 June 19, 2017
Tim Atkinson
  Automating member renewals part 2 - sending
 June 19, 2017
Tim Atkinson