Membership Invoice Payments - Online and In Person

When you send out your Membership Invoice or members renew online (from your website), they will first be asked to update their personal details then be offered whatever payment means you have set up for your organisation (Direct Deposit or Credit / Debit Card). If they do not wish to pay online they can view and print the Direct Deposit for payment.

Updating your Contact Details

To update personal details they click the Edit button next to their displayed details. This will take them to a page within your organisations membership database which maintains their membership record and so they can directly update them in the system.. The only detail which can not be updated is their name for which they will need to contact the person responsible for your Member Wizard database.

Updating their Group Membership

At the bottom of the Update your Details screen is a button which will show them the Groups that they are currently registered within your organisation. They can edit these by clicking the button and either checking or unchecking the relevant boxes. They must click Save to update their member record.

Paying Membership Subscriptions

There are 2 methods available within Member Wizard for members to pay their subscriptions online but they depend upon which methods you have set up in your Settings/Member Payment Details. In order to use Direct Deposit you have to have entered your bank's BSB and account number details. In order to use Stripe you have to have connected your organisation to the Stripe credit card clearing house facility. 

Paying by Credit / Debit Card

To pay by Credit / Debit Card the member simply enters the Credit / Debit Card number, expiry date and CRV in the relevant areas then clicks the button. Depending on your organisation's setup they may be required to pay the transaction fee however this depends on your setup. Credit / Debit Card payments are handled by secure provider Stripe and Credit / Debit Card details are not stored.

Paying by Direct Deposit

If your organisation or member chooses not to use either Credit / Debit Card they can pay by Direct Deposit. They click the Direct Deposit link adjacent to the payments area and the deposit details and payment reference will be shown. They can then print this for reference when their your payment and will be given a Bank Reference to easily identify them on their Bank Record.

Note that for Stripe payments receipts and deposits are generated automatically by Member Wizard and emailed to the member. For Direct Deposit payments you will need to check your bank statements and when the payment is received, manually create a receipt using EFT as the method (which automatically creates a Deposit).

Paying in person

If your member does not want to pay online, and you accept "in person" payments then they can still use their credit or debit card even if you don't have a tap card reader. Provided you have sent out Membership Invoices then an invoice will have been created and will be shown against your member's contact record. Simply highlight their name in the member list and click Card Payment in the page menu. Note that this will not be activated until there is an outstanding invoice. Enter the member's card details and a receipt will be automatically generated and sent to the member (or be able to be printed out if they have no email).

If the member chooses to pay by cash or cheque or if you have a card tap device such as Square, you will need to manually receipt the member. Highlight their name and click Receipt in the page menu. The system will pop up a message saying there is an amount owing and asking if this payment is for that invoice. Click OK and all details of the outstanding invoice will be entered and you will just need to select a bank and click Save.  If however you have not sent out membership invoices and there is no outstanding invoice you will be required to receipt the member manually and enter the details of the  payment. The system will automatically create an invoice and the receipt will zero out that invoice.

Whichever method you use, check the new Membership End Date when entering the receipt category and payment details to ensure it reflects the correct new paid to date of their membership and correct if it needs be.