Five Updates to Enhance Event Payment Processing
While we were working with users to finalize the design of the new quick Event Sales form (see Major Upgrade to Member Event Registrations Released), Membee users also pointed out that some enhancements to event payment processing would also help them manage their events more efficiently. We focused on how to save time and clicks …
While we were working with users to finalize the design of the new quick Event Sales form (see Major Upgrade to Member Event Registrations Released), Membee users also pointed out that some enhancements to event payment processing would also help them manage their events more efficiently. We focused on how to save time and clicks in the event payment process and as a result, we have added the following five enhancements to Membee.
1. Use Event Attendees to Find Event Invoices in Payment Processing
When an event attendee provides a personal check to pay for their attendance at an event, it can take a few steps to find the correct invoice to apply the payment to. The Search window in Membee’s Payments form has been enhanced to search based on event attendees as well as the name of the member. For example, you receive a $25.00 check from “Lydia Bramultee” for the “25th Anniversary Gala” event and you don’t know which member purchased her ticket to the event.
In our example, Lydia has no outstanding invoices so chances are the invoice is for her employer. Membee’s Payments now provides a quick link from a person to their employer.
The new link tasks Membee with gathering any outstanding invoices for Lydia’s employer and presents the employer’s invoices as follows.
Which invoice applies to the “25th Anniversary Gala”?
2. Invoice Descriptions Enhanced to Include Important Event Details
Continuing our example, a member may often have multiple event invoices outstanding at any point in time so it is essential to know which invoice applies to a specific event before applying payment . Membee now provides a quick “mouse over” feature that displays additional information for any outstanding invoice including the event name, the event group and the event date.
3. Purchase Event Item Descriptions Enhanced to Display Attendee Details
Membee provides powerful event payment capabilities including the ability to apply a partial payment to an event invoice and allocate that payment to a specific event item, allowing you to effectively apply that partial payment to a specific attendee. Continuing our example, since we have a personal check from Lydia, we want to make sure that we apply this $25 payment to her.
As you can see below, this invoice actually has four event items on it, four tickets to the “25th Anniversary Gala” and each ticket has a different attendee attached to it. Membee now provides a quick “mouse over” feature that displays the specific attendee. Note that if the item tracks multiple attendees as in the case of a “golf foursome” or a “Table of 8”, Membee displays all of the attendees. The “mouse over” feature quickly identifies which ticket has “Lydia” as the attendee.
You can now apply the $25 payment, Lydia’s personal check, to the event item for which she is the attendee.
4. Event Item Details Panel Enhanced to Display the Item’s Attendee
So that you can be sure that you are applying the payment to the correct event item, Membee now displays the attendee in the Details panel as illustrated below.
5. Apply Payment to Outstanding Invoices in One Click on the Member’s Financials Tab
To save time and clicks, Membee now provides direct access to Payment Processing capabilities from a member’s list of outstanding invoices found on the member’s Financials tab. Just click on the invoice number for the invoice you wish to apply payment to and Membee presents the Payments form with the selected invoice highlight and ready to receive the payment.
Keep the Feedback Coming!
Every one of these enhancements came from Membee users who took a moment to tell us what they needed! Please provide your feedback using the “Just Tell Us!” link on the Membee Help page or by posting a comment here in the blog.