The following instructions are for leaders or admin volunteers who are completing bill related member management services. For when an order is more than 15 days past due. Send First Reminder and an overdue notice using the email tools on the membership management platform Go to Users and find the user account Edit user>Customer data>Schedule …
Category: Treasurer Resources
Process class deposits
Access Required Quickbooks Online, via a Chrome, Firefox, or Edge browser (other browsers may not support Quickbooks Online) Recording revenue in Quickbooks Ensure dropdown says Deposit, then click Details (NOT ADD). Take note of the transaction date in the left column and remember this for step 2. 2. Change the date in the transaction detail …
How to process member bills
[very rough draft not complete] == Steps for Failed orders == This is done 1x per week Look up all failed orders in WooCommerce Open in up and read though order Check for subscription Note: Failed orders that are not corrected in 30 days will trigger an email notifying the member that there membership status …
How to Onboard a Contractor
Stewards Role & Responsibilities Engaging with a vendor or independent contractor to perform a single service Identify a contractor/vendor for the desired service. Feel free to solicit quotes, but get approval before making any offers on behalf of Ace Monster Toys. Notify the treasurer of contractor/vendor and provide the name, estimated cost, proposed date …