automated payment reminders, customer accounts

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brookfordfarm.csa

23 Jan, 2014 05:08 PM

Hi,

I was wondering is there a way for our CSA members to create an account (username/password) so that they can log in remotely and see the activity on their account (payments made, balance owed, etc.).?

Also is there a way to set it up so that members who are on a payment type plan can get a monthly reminder to make a payment?

thanks
Amy Payne
CSA Admin.
Brookford Farm, Canterbury NH

  1. 1 Posted by Lauren on 23 Jan, 2014 05:42 PM

    Lauren 's Avatar

    Hi Amy,

    What you are looking for is our Member/User Login feature and our Payment Request email tool. The Member/User login feature is described in our "Managing Member Information" document here: http://support.smallfarmcentral.com/kb/member-assembler/managing-me... - You can add the prebuilt login button to your site by navigating to Display > Widgets > Add prebuilt. The Member Assembler Links widget also includes a link for your members to login to their account.

    The instructions to set up a payment request email are here: http://support.smallfarmcentral.com/kb/member-assembler/requesting-.... This tool will help you to determine who still owes you and helps to filter your email to certain people, however it is not automated. You will need to generate an email list and send the emails each month if you would like to remind those people with a balance that they are due for a payment.

    Hope this helps! Let me know if you have any other questions.

    Best,
    -Lauren, Farmer Support

  2. Lauren closed this discussion on 23 Jan, 2014 05:42 PM.

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