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Here is the process to follow when registering a new member who has never been registered in HCR 3.0. and whose HCR number starts with 2022.
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To do so, two steps must be done in order for the payment to be accepted:
You must go to the member’s profile under
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the Summary tab to validate the address
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and the documents added to their file
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. Then, click Action and Confirm Member.
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2. Finally, you must go to the member’s “Transaction”Transaction tab, click on “Action” and “Confirm Payment” so that the payment is accepted by your organization and charged to click “Action, and Confirm Payment so that your organization accepts the payment and charges the member’s credit card.
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Note: In the case of a change of address of for an existing member, this procedure is not required, ; you only have to validate the address and confirm the member. |
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However, if suppose there is a new member (with an HCR number starting with 2022) on an invoice that includes old members. In that case, the entire invoice will be put “Pending” Pending for payment, so you must confirm the new member and confirm the payment for the new member in order for the transaction to be accepted for all members on that same invoice. |
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