Sometimes we will hear from VMA-NYC that they have collected member dues directly from a member and will be sending us a check for that amount.
We must update the member immediately in our system to show that they are current.
The procedure is as follows:
1. Create or renew the membership with no charge
2. Create an order to be paid by VMA-NYC
This is important - as the auditor will need to see that we are setting up invoices at the time we renew members. We can't do a free member join or member renew without creating a robust path for closing the receivable correctly.
Also - Tatiana will need to be able to find an invoice to match the check when it arrives.
I setup a new product “State Membership Sold Direct by VMA-NYC
Make the purchases the member – so that it shows up on the member profile
Make the Billto – VMA-NYC so that they get the invoice.
Then Tatiana can match the check to the invoice when it comes
NOTE – Make sure the email address for the invoice is Linda’s – not the new member
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