The text that appears on the emails that accompanies receipts and also the message on the receipt itself can be changed by the Branch. Go to SETTINGS – CUSTOM FIELDS – and there are two fields, one for the text to appear on the receipt and the other for the…
This may have been set at Association level xx.* with the title of ‘Online renewal letter’.
You may start the Online renewal as soon as the Autumn Return has been completed at Association level. A good trigger point is just aafter the branch AGM. It doesn’t matter when you start the renwal process provided that it is before the 1st January. A good time would be…
Make sure you are working in the correct Accounting period. If not change to the correct period, delete the member’s receipt reference numbers and re-issue the receipt. This will update the hive numbers correctly and also produce the correct information on the receipt.
If a member renews after the Autumn capitation has been paid and before the actual renewal date then take the sub but it will go into the Spring 2021 return. They in effect get a few months for free between the date of payment and the branch renewal date. They…
To close a capitation period – Click on UTILITIES – BBKA CAPITATION/BDI RETURN Select the capitation period you wish to close. On the next screen click on the lower green button marked “Prepare BDI Invoice” If the screen displays an error message open the report by clicking on the link…
This is usuall caused by there being a single payment line (of £0) in the accounts page. Delete this line – and the account will show no payment items. The button for the manual renewal will be activated.
On line renewals – this is the date the member fills in the on line form – we have debated this and agreed that this is the correct date – even if the member pays a few days later, or the the receipt is issued a few days later –…
You may send out an individual renewal email together with a renewal form provided the member has made any payments in the relevant period. Go to the member’s record and ensure that the record is marked as both “Awaiting Renewal” and “Approved”. If necessary amend the record and save it.…
The Online Renewal Form consists of two parts. The upper section contains static data about the member. If, on renewal, the member changes any of this data the member’s record will be updated when the form is submitted The lower portion of the form contains items that have been set…