Prepaid Annual Customer with EFT Responsiblitiy
Hey guys,
Wondering how to handle this scenario.
John is a prepaid, annual member. Mary is an EFT member whose membership dues are being billed to John. John has an EFT card on file, but is not a billed EFT member, thus Mary shows up in our warnings report with the following error: "Responsible party must be assigned to a billed EFT member." While this setup works currently, we'd like to get rid of any outstanding warnings.
What is the best way to handle this situation? Convert John to an EFT member but bump his bill date out by the remainder of his annual prepaid membership?
Comments
Simplest way is just to stick John's credit card into Mary's account and have Mary be a standalone member (maybe with a note to reference the responsibility). And, you say the existing method works, but I don't believe Mary is getting billed - hence the warning.
Hey Andy,
The money is definitely being pulled from John's card on Mary's behalf.
We're trying to get away from your "one card per member" scenario for billing purposes.
Just wondering if there's a way to clear the warning?
Thanks,
Kenneth @ Bridges
The way I described above... do not make John the responsible member... make Mary responsible for herself and put in John's credit card into her account. That's the only way of avoiding the warning.
Got it, thanks Andy! We'll keep the warning for now.
Hi Andy,.
Just to add to this.
We have a junior member who is EFT. His father is not an EFT, but checks in to supervise.
We have the same Warning pop up each month. Is the solution the same as above ie put fathers card on sons profile.
And just confirm - 'responsible party billing' only works if the responsible party - in this case the father- is being billed for their own eft package..
Mike
Yes, I'd recommend putting the fathers card in the sons profile.
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