Confirmation of payment for new members

Owned by Annick Chiasson
Last updated: Sept 24, 2024 by Gilles Taillon
2 min read

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 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 for the payment to be accepted:

  1. You must go to the member’s profile under the Summary tab to validate the address and the documents added to their file, click Action, and Confirm Member.

 

  1. Finally, you must go to the member’s 

On the Transaction tab, click Action and Confirm Payment so that your organization accepts the payment and charges the member’s credit card.

 

Note: In the case of a change of address for an existing member, this procedure is not required; you only have to validate the address and confirm the member.

 

However, 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 as Pending for payment, so you must confirm the new member and confirm the payment for the new member for the transaction to be accepted for all members on that same invoice.