How do I set the club up for a new season?

You need to:

- review who has access to the EPayments area, by going into the Club administrator area, and choosing 'EPayments' from the menu

- check your PayPal settings, on the Settings tab

- in Settings, check you have the correct 'Custom invoice message' to advise members how to pay offline.

- in Settings, check you have the right value set for 'Not for profit status'

- deal with any outstanding invoices, by writing off 

- add a new 'time point' for your new season - this will affect the status of your members; make sure the time point is set to a date before you send out your new invoices

 - create new tariffs if required, by going to the Members screen, then Overview

- return to the EPayments area to create your invoices

See also

Return to support home page Article viewed 2,328 times Created 05 August 2011 Last updated 29 August 2018