...
This video provides an overview of how to use the Axis tool functionality to Cross MarketMember Statements & Payments.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
| Total Video (Length) | 65:5515 | ||||||
|---|---|---|---|---|---|---|---|
| Cross Marketing OverviewAccessing Statements | 0:1832 | Editing Directory Disclaimer | Payment Status Report | 3:32 | About Event Notifications31 | ||
| Viewing Member Statements | 1:2300 | Editing Sidebar Content | 4:02 | Accessing Event NotificationsMembers Using Online Bill Pay | 3:44 | ||
| Bill Pay / Scheduled Payments | 1:5521 | Editing Online Member Statements | 4:57 | Editing Event Notifications | 2:05Online Bill Pay Errors | 3:54 | |
| Admin Bar | 2:10 | Members Using AutoPay | 4:09 | ||||
| Member Balance Reporting | 2:19 | Account Change Log | 4:24 | ||||
| Member Minimum Reporting | 2:30 | Bill Payment Notifications | 4:40 | ||||
| Edit Statement Layout | 2:44 |
Content
|
|---|
...
Online Member Statements and Payments may be located in several places on the website. The most common placement is in the Quicklinks on the member home page, which is usually titled Online Statement, Member Statement, or My Statement.
Many clubs also have a link located in the main navigation bar under My Club, or another navigational item that was determined during the site build.
Click the online member statement link to open the statement window.
To view a member’s statement, type the member number in the search box of the statement and click go. (Note, in rare instances where a Member is not seeing what you are seeing in this view, Impersonate the Member, and then view the Payments/Statements as that Member instead of entering the Membership number to help troubleshoot.)
This will launch the member’s current statement.
You may access past months history by clicking on the month links on the left hand side.
Click Bill Pay on the left hand side beneath Payment Center to view scheduled payments.
The Bill Pay button at the bottom right hand of the interface will also launch the scheduled payments interface.
If the member has a bank account or credit card associated with the account, you will be able to view their billing information.
The Payment Center on the interface allows management for a Single Payment (one-time), Auto Payment (recurring), or to Manage Accounts.
Admin Bar Options
Hover over the Admin bar for more options: Statement Admin Options and Online Payments Admin Options.
Member Balance Reporting will pull a list of members with their balance due listed for a selected date range.
Change the date by clicking the date picker and then click refresh.
Member Minimum Reporting lists how close members are to meeting their minimum. Note: this is custom dependent on the type of accounting software the club is utilizing, therefore not all clubs will have this reporting tool.
- Change the date by clicking the date picker and then click refresh.
...
Edit Statement Layout will change how certain items will appear in the statement window.
Hover over the Admin bar again in the Edit Statement Layout to access further customization like Edit Statement Header or Footer.
Click Edit Statement Header or Footer to customize the header and footer of the statement window. This is a great place to add cross marketing to statements. This will launch the Axis Editor to customize the Header/Footer with text, links, and imagery.
To Return to Statement, hover over Admin and click Return to Statement.
Payment Status Report shows when member payments were sent, settled, posted, or failed.
- Change the date by clicking the date picker and then click refresh.
- Change the date by clicking the date picker and then click refresh.
...
Members Using Online Bill Pay lists members that are using online bill pay.
Online Bill Pay Errors Report shows bill pay errors or failures.
Members Using Autopay Report lists members using Autopay.
Account Change Log shows which members have changed their accounts like card number or payment dates.
Bill Payment Notification allows edits to payment notifications.
Clickthe title to customize notifications as needed.
This will launch the Notification Interface where the Message Subject, Send From Name, Send From Email, and Text may be customized.
FAQs
Q: I had a payment that failed. Where can I find why it failed?
...