Revenue Account Management Overview

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    Monique Waggoner

    We just started taking credit card payments. Our Membership Form shows that one person has paid with a debit card but when I try to run a revenue account report  under "View Report" it says "none", why isn't the payment showing up?

     




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    Janee Connor

    How do we tie revenue accounts to a pricing field that has a selection list? Our 2013 ASDP Annual membership renewal form allows members to select a chapter(s) to renew along with their national renewal, and although the total they are charged calculates correctly, we cannot assign the individual chapters' revenue accounts to their portion of the dues - each chapter has its own revenue account. Our previous renewal form (called ASDP Annual Renewal) had fields for each chapter that were included in price calculations. Is that what we need to do? (Both forms are in the Membership Applications folder in the Forms List.)

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    Kinsey Mahan

    Hi Janee - You would need a separate pricing field for each chapter, as each revenue account may only be tied to one field. I saw that you opened a ticket up with our Help Team, so please feel free to let them know if you have other questions!

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    Janee Connor

    Kinsey, thank you. I went back and added individual check boxes for the chapters, and set them up to report to each revenue account. I have 3 more questions about this. I'm now concerned that because we have the selection box still on the form, which appears with the member's current chapter highlighted, that we may wind up with the member being charged twice for the chapter. I also didn't know if I should use the "Edit Field Logic" for this or not - I did, linking it to the Member of Chapter(s) attribute, but I then had to make it a required field. We'd rather preserve the option for a member to NOT renew their chapter along with the annual dues. Last question, how do I get the 'Link field to an attribute' option to show up - I've seen this on other fields on the application, for instance the selection boxes for chapters on both these renewal forms, Would this solve my problem?

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    Kinsey Mahan

    Janee - Because these questions relate to a specific form that the Help Team is able to view, I went ahead and added your questions to the ticket you have open with Scott. If you have additional questions there, please fee free to reply to the ticket so that he can continue working with you.

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    Christina Culver

    We are reorganizing our accounting and Quick Book labels. I know how to edit the names of our Revenue accounts, but if I start deleting and reorganizing my accounts and then go to the forms and reassign revenue accounts will past receipts be lost in limbo or will they be relocated in my new revenue account folders?

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    Kinsey Mahan

    Christina - If you rename revenue accounts, the new name you give the revenue account will apply across all transactions previously submitted under that account. Ex. If your account is called 2014 Conference and it's tied to a form that people submit, then you change the name to 2014 Conf Revenue, ALL receipts, regardless of submission date, will read "2014 Conf Revenue."

    If you reassign revenue accounts, past receipts will stay assigned to the accounts they were assigned to when the form was submitted. New submissions will be associated with the updated revenue accounts. If you have questions or need more details, just let us know by emailing help@memberclicks.com. We'll be glad to assist!

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    Yanira Leon

    How can we tie manual transactions to a specific revenue account? I can't seem to find an option for this.

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    Chris Byess

    Hey Yanira,

    While you can't tie a manual payment to a revenue account, as you discovered, you can create an ad-hoc invoice for a profile that can be tied to a revenue account. To do this, you would tag a profile after searching for it, then click 'Ad-Hoc Invoice' from the options below. You will then be given an option to choose a revenue account. This invoice will not be linked to a particular receipt or form.

    If you have any further questions, feel free to just let us know at help@memberclickscom!

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    James Douglas

    I was asked for a report of all of the names and account numbers in the Revenue Account Manager.  How do I download the information?

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