Sending a monthly receipt for an EFT transaction

If your member is already set up for a monthly ETF transaction, you can have the system automatically email the member a receipt when the account has been paid each month.

  1. In the Data Entry main window, search for the member. Select their name and click the Edit Customer button.
  2. Click the Membership tab.
  3. Under EFT Billing Details check Send Monthly Billing Email.
  4. Click the General tab and ensure you have an accurate email address for the customer.
  5. Click OK to save.  

 

 

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