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Overview
Online Member Statements and Payments allow members to view statement data and pay for statements online. It also allows Administrators to view and help troubleshoot Member statements and payments. Use Case(s) Online Member Statements and Payments are used to handle monthly billing at the club for dues and for other items or services purchased at the club. |
Video
This video provides an overview of how to use the Axis tool functionality to Member Statements & Payments.
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| Total Video (Length) | 5:15 | |||
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| Accessing Statements | 0:32 | Payment Status Report | 3:31 | |
| Viewing Member Statements | 1:00 | Members Using Online Bill Pay | 3:44 | |
| Bill Pay / Scheduled Payments | 1:21 | Online 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
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Accessing the Tool
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.
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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.
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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?
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A: Open the Statement Interface, hover over Admin, and click Members Using Autopay Report. This will list members using the AutoPay. If the member is not on the list, they can enable AutoPay by accessing their statement window and clicking on Bill Pay.
Best Practices
Customize the Header and Footer of the statement window in order to cross market to your membership. Be sure to update this often so there is new material that is relevant to your members.
If a member has an issue with their statement, first check their statement on the website for accurate information and balances. If balances are different in the accounting system compare to the website, contact Clubessential as updates may need to be made to the sync.
Downloadable Guide
Axis - Member Statements Guide