How to Manage and Process Membership Payments in SPARK MINDS
Managing and processing membership payments in SPARK MINDS involves updating payment methods, processing payments (both manually and automatically), and adjusting membership details to reflect changes. Below are detailed instructions for each scenario.
Updating Payment Methods
If you need to update payment information to reactivate a membership:
Ensure the master membership holder updates the credit card information.
Once the payment method is updated, proceed with activating or modifying the memberships as needed.
Processing Payments
Reprocessing Failed Payments
To process a failed payment after updating payment information:
Use the new payment method on the existing invoice: - Open the invoice. - Click the 'Add Payment' button. - Select the updated payment method.
Alternatively, create a new invoice: - Go to the student’s profile. - Select 'Quick Actions' under their profile picture. - Choose 'Point of Sale' and search for the 'membership payment' product. - Adjust the price to match the missed payment.
Manually Processing Payments
To manually process a membership payment that didn’t run automatically:
Go to the member’s contact profile.
Scroll to the bottom of the page and locate the membership.
Click the 'Actions' tab next to the membership.
Select 'Process Past Due' to run the payment manually.
Running Payments After Updating Payment Methods
After adding a payment method to a membership:
Return to the student profile’s 'Actions' tab.
Click 'Process Past Due' to run the payment manually.
Alternatively, the system will attempt the charge automatically without manual intervention.
Adjusting Membership Details
To adjust a membership balance to reflect payments taken (e.g., from an external source):
Go to the student’s profile.
Scroll to the bottom and open the 'Actions' menu next to the membership.
Select 'Edit Membership Details.'
Adjust the installment due date or the installment amount to reflect the payment.
Save your changes to align the membership balance with the payment.
Conclusion
By following these steps, you can effectively manage and process membership payments in SPARK MINDS. Whether updating payment methods, processing payments, or adjusting membership details, these instructions ensure smooth and accurate payment management.