- Access your list of payment groups
- Review amount to be collected from clubs
- Contact clubs to request payment
- Online payment (if applicable)
- Offline payment (cheque, e-transfer, ect...)
- Access payment receipts
Access your list of payment groups
To access your list of payment groups, simply navigate to the PAYMENT GROUPS menu on the right side of your admin dashboard:
The list includes the following main information:
- Payment Group Name
- Payment Group Type and Scope (Memberships vs Event/Club Registrations)
- Balance Owing: Amount to be paid by the club
- Amount Paid: Amount already paid by the club
To easily view payment groups that still require payment, you can utilize the filter option located in the top right corner of the table's blue header. By selecting the 'Hide $0 Balance Owing' groups' option, you will only see outstanding payment groups:
Review amount to be collected from clubs
To review the amount that the club needs to pay, simply click on the payment group associated with that club, and scroll down to the section where the invoice is listed:
By clicking on the 'view invoice details' button, you can access a summary of the amount that is owed to each financial organization, such as the provincial and national organizations, if applicable. As the provincial organization, it is your responsibility to collect the full amount due from the club. After collecting the payment, you will then distribute the appropriate amount back to the national organization, if necessary.
If the amount due is incorrect, and you need to remove some of the memberships that were mistakenly added to the payment group, you can follow these steps to do so:
Request payment
After verifying that the invoice linked to the payment group is accurate, it is the responsibility of the provincial organization to contact the club and request payment.
If your organization accepts online payment by credit card, you can contact the club providing them:
- The link to their online invoice
- The link to their payment group details
- Instructions on how to submit an online payment
How to submit an online payment from a payment group?
If a club makes an online payment directly, the provincial organization is not required to reimburse the national organization. Instead, the collected fees will be automatically divided between the relevant parties.
Online payment includes additional payment processing fees!
If your organization only accepts offline payment methods such as cheques or e-transfers, you can contact the club and provide them with the following information:
- The link to their online invoice
- The link to their payment group details
- Instructions on the acceptable payment methods
Once the payment has been received from the provincial organization, it is the responsibility of the provincial organization to validate the received payment.
Access Payment Receipts
After the payment has been confirmed, you will be able to access the receipt for that payment in the receipts section of the payment group.
