How do I avoid warnings with a 3rd party CC gateway?
Hey all - finally committed to running RGP for everything in my gym. But I have a question regarding memberships...
We have to use a 3rd party EFT Gateway for our memberships here in Australia so I don't enter any banking details into RGP but then I keep getting warnings about not having full details in RGP everytime they come in.
How do others get around this?
Should I just list it as a prepaid membership instead of EFT? I'd like to keep them separate for accounting.
Ta, Christian
Comments
Effective with the next update, you will not be able to store the credit cards in RGP without using XCharge, but it doesn't sound like you are doing that.
It sounds like you are interested in having the members tagged as EFTs, with their dues tracked and posted in RGP.... but settling the payments externally.
Correct?
If so the next update might do exactly what you want. There as an option for EFT members that basically says "manual billing".
If you want, you can download the next update now. Data Entry -> Manage -> About -> Update -> Special -> 22358
Then go to a members EFT tab and check the MANUAL BILLING checkbox.
The warning will go away, and on your billing date you can post dues. To settle the payment, you'll need to manually select that customer - go to Invoice and Payments and then issue a NEW PAYMENT.
Hope this helps
I downloaded version .22358 and have clicked the manual billing box (exactly what I was after Andy), but I still get the error boing sound and 'Need billing info' message on check in.
So something isn't quite right there -
But thanks Andy for the post, I'm sure it'll come good soon
Christian
Ahhh heck. The primary use for that feature was going to be corporate/entity accounts and they don't check-in.... so I totally forgot about preventing the warnings on normal users with that feature enabled.
I was only concerned with preventing the account warnings when saving the record.
Easy fix, probably the next few days.
I'll post here when it is available.
Try build # 22381
Cheers
Andy
Crikey Andy - when you said probably the next few days I didn't know you meant in 6 hours - don't you have a gym to run?
And Ta-daa! - works perfectly now - congratulations!
Thanks Andy you're a champion.
Hey Andy,
We are in the same boat here in New Zealand. I can't seem to see the manual billing option. Has this feature disappeared? Would be great for gyms outside the US as ACH and XCharge are not an option.
Cheers,
Clay
Sorry, I just found it. I was looking in the wrong tab.
Cheers,
Clay
@Clay,
If you use the "Manual Billing" option... be sure to still POST DUES each month to bump their next bill date, and then settle the payment manually.
Andy
Thanks Andy.
Please sign in to leave a comment.