thankQ Help

In this scenario we are creating the Membership in thankQ, activating this and also selecting to pay the Membership from this form. We will be asked if we wish to add the payment to an existing batch or if we want to create a new batch. Once the payment is created in the batch we can select the payment type and also add any other payments such as a donation. We will only pay for the Membership in this scenario.

1.Create and Activate the Membership

2.Add the related contacts and set their Roles

3.Click the Payment button and create a batch

4.Select the Payment Type

If this is a credit card payment and the contact has not got a stored token you will need to set the token.

5.Click Set Token if no token, for credit card

6.Enter the credit card details into the Gateway and submit

7.Click OK

The above steps have created a Batch and added the Membership payment to the Batch. If you have a look at the Batch you will notice that the Description will be blank. The Batch should be edited so you can enter a valid description of the payments in this Batch.

8.Click Batch on the tool bar of the Payment

9.Click Edit on the Batch Information form

10.Enter a Description of the payments and any other information required

11.Click OK

12.Repeat the process for any other new, renewed, rejoined Memberships

Note:

If you try and make a payment and you have not set the Roles for each member, the following error message will appear. In this instance go to the Linked Members tab and set the Role for each member.