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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. |
Content
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How to Export Member Statement Data
Here are instructions to export ClubTec statement data. Make sure to get a GTA started on a machine that has the ClubTec interface. Also, make sure the club user who is assisting you is a ClubTec admin before logging-in to ClubTec. If the club user does not see some of the below ClubTec paths, then they are not a ClubTec admin.
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2) Click on the applications link to open up the applications menu. Within that menu, click on Global Settings.
3) From the Global Settings menu, click the "interfaces" link.
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9) Go over with the client what member types they would like to have in the export. NOTE: The items that are checked in this box will be EXCLUDED from the export. You must un-check any boxes you want to include.
10) During the installation, you may have to change these settings. If this is the case, you must hit "apply" to save the changes. If you are instructing the client after the installation, these settings should already be in place.
11) Once you have ensured that the settings in the statement interface are correct, click the Lightning Bolt icon on the Toolbar
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14) You may now exit ClubTec Manager and use normal sync methods with SyncClient.exe
Please Note: The following PDF document is designed to assist with exporting documents when the installation and training has been finished. Clubtec Statement Export Guide
