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

Open

• The system will ask you to confirm your merchant account

• Click on Next

Open

• 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.