Customer Payments

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01 Mar, 2016 03:04 PM

I am wanting to get a list of members that have not made a payment for this season so I can send them a payment request. Is there a simple way to generate this list? Thank you.

  1. 1 Posted by qroth on 01 Mar, 2016 03:23 PM

    qroth's Avatar

    Hi Bart:

    We have the payment request tool that should help with this.

    Go to - Member Assembler --> Accounting --> Payment Request.

    Under "step 1" choose "Percentage of only 2016 Season invoice total" and in "step 2" leave it as "$.01". Under "step 3" you can customize the email. When you click the "save and select users" button at the bottom of the page, it will give you a list of people who have any balance left on their account and should have a column for payments already made against their balance, so you can go through the list and only select those who haven't made any payment at this time.

    If you have any questions as you try this out, let us know. We'd be glad to walk you through it.

    Q Roth
    Farmer Support

  2. qroth closed this discussion on 01 Mar, 2016 03:23 PM.

  3. Bart Gilmer re-opened this discussion on 01 Mar, 2016 03:40 PM

  4. 2 Posted by Bart Gilmer on 01 Mar, 2016 03:40 PM

    Bart Gilmer's Avatar

    Got it! Thanks.

  5. qroth closed this discussion on 01 Mar, 2016 03:47 PM.

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