IF YOUR ORGANIZATION HAS ENABLED THIS OPTION
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.
The payment of a new member (HCR number starting with 2022) will be put on “Pending” to allow you to confirm and validate the member’s eligibility within your organization.
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 the “Summary” tab to validate the address, the documents added to their file and then click on “Action” and “Confirm Member.”
Finally, you must go to the member’s
“Transaction” tab, click on “Action” and “Confirm Payment” so that the payment is accepted by your organization and charged to the member’s credit card.
Note: In the case of a change of address of an existing member, this procedure is not required, you only have to validate the address and confirm the member.
However, if there is a new member (with an HCR number starting with 2022) on an invoice that includes old members, the entire invoice will be put “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.