2025/01/22 update
Sub-Page 3 of 4 – Step 3 Expanded
⇑ 3. Process Renewal Payment:
Notes – Each renewal payment (check, cash, PayPal) is applied via the Update window.
“Find..” dialog will be open or ctrl+f opens it.
The Renewal-Date must match the copied Bus. Date (copy/paste this field).
at membership.accdb > in Update window > find member
> in “Find…” dialog > use member’s ID for exact match > close “Find…”
?Paid via PayPal? – Yes, continue; No, → Apply Payment
at treasury.xlsx > in Deposit > enter Debit $amount from PayPal worksheet
…in PayPal column
Apply Payment
> Using paper work or entry in PayPal > tab-to/update Type if changed
> tab-to/update Expire > tab-to/copy Bus. Date
> tab-to/paste date in Renewal-Date > tab-to/enter Renewal-Amount
> tab-to/enter Pay-Type > tab-to Donation-Date
> if donation – paste Bus. Date > tab-to/enter Donation-Amount
> if no donation – tab-through Donation-Date and Donation-Amount
> when tabbing out of Donation-Amount – a message field is displayed
> if other fields need to be changed > mouse-to/update each field
…if state, city, country, or last name change > update ID
…new ID will be propagated to the ID of truck records (will show after saving)
Send email (use TB Email Block)
> tab-to/enter desired email button (“Renewal Dno…..” or “Renewal Dyes…..”)
> Write: dialog opens > verify/correct “Copy message to:” = TE10-snapshot on…..
> if member switched their type > add note to email text
> click Send > copy of email goes in TE10-snapshot on…..
Finalize Paper Work
> if paypal > skip next three actions
> on member form
> record business date + $’s paid + expire + d$…. (if donation)
> stamp deposit info. on check
?Yes more renewals? – ↻ 3. Process Renewal Payment
?No more renewals? ↓ 4. End Task