Account procedures - Revision history

Poslfit: + issuing partial credits

2010-11-29T14:52:07Z

+ issuing partial credits

Poslfit: copyedit

2010-11-26T17:23:19Z

copyedit

Poslfit: manual invoice

2010-11-26T17:16:17Z

manual invoice

Poslfit: /* Accept a check */ reorder

2010-11-26T17:13:24Z

‎Accept a check: reorder

Poslfit: /* Accept a check */ Generate invoice

2010-11-26T17:13:03Z

‎Accept a check: Generate invoice

Poslfit: expanded

2010-09-14T17:50:49Z

expanded

Poslfit: New page: Account inquiries come to the accounts@scrabbleplayers.org email address, and many can be handled in a routine manner as described below on this page. Most of the commands currently requi...

2010-09-14T17:47:00Z

New page: Account inquiries come to the accounts@scrabbleplayers.org email address, and many can be handled in a routine manner as described below on this page. Most of the commands currently requi...

New page

Account inquiries come to the accounts@scrabbleplayers.org email address, and many can be handled in a routine manner as described below on this page.

Most of the commands currently require shell prompt access.
If you do not know what this is, refer the issues to
[[John Chew]]

This is a ''living document''; the contents are updated as procedures are refined and developed.

== Enter a received check ==

Follow this procedure to properly credit a received check.

* At the shell prompt, carefully enter:
cheque-received dollar-amount surname given-name [suffix]

== Enter a received credit card payment ==

When members use the online payment system, their payments
are automatically accounted for.
Sometimes however, NASPA staff need to enter payments on
their behalf directly into the CyberSource Virtual Terminal.
Follow this procedure to properly credit such payments.

* At the shell prompt, carefully enter:
card-received dollar-amount surname given-name [suffix]

[[Category:Procedures]]

@@ Line 48: / Line 48: @@
 # At the shell prompt, carefully enter:
    add-invoice AMOUNT LAST-NAME FIRST-NAME SUFFIX 'Club #XXX through EXPIRY-DATE'
 [[Category:Procedures]]

@@ Line 30: / Line 30: @@
 # At the shell prompt, carefully enter:
    card-received DOLLAR-AMOUNT LAST-NAME FIRST-NAME [SUFFIX]
 == Generate a manual invoice for a club renewal ==

@@ Line 3: / Line 3: @@
 Most of the commands currently require shell prompt access.
 If you do not know what this is, refer the issues to
-[[John Chew]]
+[[John Chew]]. Arguments to shell commands spelled in CAPS should be replaced by appropriate values.
 This is a ''living document''; the contents are updated as procedures are refined and developed.
@@ Line 14: / Line 14: @@
 # Follow the appropriate procedure to generate a matching invoice, if applicable.
 # At the shell prompt, carefully enter:
-   cheque-received dollar-amount surname given-name [suffix]
+   cheque-received DOLLAR-AMOUNT LAST-NAME FIRST-NAME [SUFFIX]
 == Accept a credit card payment ==
@@ Line 29: / Line 29: @@
 # Complete and submit the &ldquo;New Order&rdquo; form, including the explanatory comment field at the bottom.
 # At the shell prompt, carefully enter:
-   card-received dollar-amount surname given-name [suffix]
+   card-received DOLLAR-AMOUNT LAST-NAME FIRST-NAME [SUFFIX]
 [[Category:Procedures]]

@@ Line 12: / Line 12: @@
 # Give the check to [[Mary Rhoades]] or [[Chris Cree]] for deposit.
 # At the shell prompt, carefully enter:
    cheque-received dollar-amount surname given-name [suffix]
 == Accept a credit card payment ==

@@ Line 14: / Line 14: @@
 # At the shell prompt, carefully enter:
    cheque-received dollar-amount surname given-name [suffix]
 == Accept a credit card payment ==

@@ Line 7: / Line 7: @@
 This is a ''living document''; the contents are updated as procedures are refined and developed.
-== Enter a received check ==
+== Accept a check ==
-Follow this procedure to properly credit a received check.
+Follow this procedure to properly process a received check.
-* At the shell prompt, carefully enter:
+# Give the check to [[Mary Rhoades]] or [[Chris Cree]] for deposit.
    cheque-received dollar-amount surname given-name [suffix]
-== Enter a received credit card payment ==
+== Accept a credit card payment ==
 When members use the online payment system, their payments
@@ Line 20: / Line 21: @@
 Sometimes however, NASPA staff need to enter payments on
 their behalf directly into the CyberSource Virtual Terminal.
-Follow this procedure to properly credit such payments.
+Follow this procedure to properly process such payments.
-* At the shell prompt, carefully enter:
+# Log onto CyberSource.
    card-received dollar-amount surname given-name [suffix]
 [[Category:Procedures]]