Convert to transaction

 

 

It is possible to convert a member’s manual instalment (cheque, cash, Interac e-transfer, external payment) into a credit card payment. Here is the procedure to follow:

 

Procedure if no manual payment has been debited

  • Click on the transaction in the Transaction tab of the member’s profile

  • Click on Action and on Convert to transactional

 

  • The system will ask you to confirm your merchant account

  • Click on Next

 

  • The system will ask you to select the account linked to this member.

 

  • You must then confirm the payment conversion by clicking on Confirm.

 

  • You must then ask the parent to go to My Account in order to proceed to the instalment payment on their credit card.

 

Procedure to follow if a manual payment has already been debited

  • Click on the transaction in the Transaction tab of the member’s profile

  • Click on the three little blue dots the right side panel of the Received Payment box

  • Click on Delete

 

  • You will be asked to confirm that you wish to delete the payment.

  • Click on Confirm

 

 

  • Click on the Action button in the upper right-hand corner

  • Click on Convert to Transactional

 

  • You will be asked to confirm your merchant account

  • Click on Next button

 

  • The system will ask you to select the account linked to this member.

 

  • You must then confirm the payment conversion by clicking on Confirm

 

 

  • You must then ask the parent to go to My Account in order to proceed with the desired payment on their credit card.

  • When the parent has completed the payment, you must return to the member’s Transaction tab and click on Edit in the registration box.

  • Select the manual payment method that was used for the previous payments

  • Click on Confirm.

 

  • The manual payment will then be indicated in the member’s transaction, you will then need to apply the payment. Please refer to the Apply Payment documentation.

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