Financial

Articles

Cancel & Refund A Subscription
Quick Steps: Membership > Financial > Subscriptions > Search Member > Actions 1. Go to Membership  and select the Financial tab, then go to Subscriptions . 2. You can search for the subscription by looking fo...
Cancel Unpaid Subscriptions On Bulk
The ability to cancel unpaid subscriptions on bulk is particularly useful at the end of your membership period, in order to prepare for the beginning of the new membership year. It ensures that your members do not log on and pay off expired / inval...
Export Refund Listing
Quick Steps: Membership > Financial > Refunds > Actions > Export 1. Go to Membership  and click on the Financial menu. 2. Select Refunds and then click the Actions menu on the top right hand corner. 3. Clic...
Pay & Activate A Subscription
Quick Steps: Membership > Financial > Subscriptions > Search Member > Actions 1. Go to Membership  and select the Financial tab, then go to Subscriptions . 2. Click the Actions button next to the relevant me...
Paying A Subscription From Subscription Listing
Quick Steps: Membership > Financial > Subscriptions > Actions > View Member > Financial > Actions > Pay   1. To pay off a subscription from the  Subscriptions Listing  click on Membership ...
Payments Listing
This section was previously your transactions listing and has all the same functionality. The below information explains the differences between the two listings and the new functionality available. To access the payment listing, go to  ...
Resending A Payment Receipt
When your members pay for a subscription they are automatically sent their receipt via email, in the case that a member has entered their email wrong or lost their receipt, you can resend it to them from within the OST Management Console. Quic...
Settlement Report (PDF) and Export (CSV)
An update was made in June 2015 to the existing settlement report functionality, whereby individual settlement periods can now be exported as a Microsoft CSV file, in addition to the existing PDF report option that is available.   ...
Subscriptions Export
Quick Steps: Membership >  Financial > Subscriptions > Actions > Export  1. Go to the  Membership  module 2. Click on the Financial tab on the left menu 3. Within the Financial tab select Su...