The accounts table holds a list of accounts that have an ecommerce relationship to DLI. All transactions occur through these accounts.
When an individual makes a purchase online, through the ecommerce cart, join form, meeting manager, etc. the purchase uses their account and is recorded in the account. A user’s account is set in their people record in the billing tab. (Login and go to ADMIN, MANAGE USERS, PEOPLE. Find the record you want and click on the paper/pencil icon next to it. Click on the BILLING tab and you will see a drop down list of all ACCOUNTS. Select the appropriate account and click OK to save changes.)
Account Charge Methods
When an order is charged to an account, it is charged using the Charge method selected for the account.
(To change the ACCOUNT CHARGE METHOD, Login and go to ADMIN, MANAGE ADD-ONS, INVOICE MANAGER. Find the account you want and click on the name. In the CHARGE METHOD field you will see a drop down list of all charge methods. Select the appropriate method and click OK to save changes.)
- No Payment Necessary-All invoices charged to this account are given a $0 amount.
- On-Demand-The account has no billing terms. All orders must be paid immediately.
- Bill and Fulfill on Payment-The account can be billed, but fulfillment does not occur until payment.
- Bill and Fulfill Now-The account can be billed, and is fulfilled on billing regardless of payment.
Any purchase through the ecommerce system creates an order. When an order is Complete, it is ready to be paid and/or fulfilled.
There are records that create periodic invoices and charge them to an account.
(To add or modify a RECURRING PURCHASE, Login and go to ADMIN, MANAGE ADD-ONS, INVOICE MANAGER. Find the account you want and click on the name. Next, click on the RECURRING PURCHASES tab. Click ADD or DELETE to make the necessary change and click OK to save the modification.)
With the Membership Manager installed, an account becomes a membership account if it has a valid Membership Type selected. An active membership account grants website membership privileges to users by adding and removing them from a membership group. The membership group is set in the membership type record.
(To add or modify a MEMBERSHIP TYPE, Login and go to ADMIN, MANAGE ADD-ONS, MEMBERSHIP MANAGER and then MEMBERSHIP TYPES. Find the type you want and click on the name. Next, click on the MEMBERSHIP tab. Here you can select the group to add this membership type to, the duration, the expiration period and the renewal price. Click OK to save the changes.)
Individuals and/or organizations can be added to a membership account. When an organization is added to a membership account, any user set to the organization is eligible for membership.
(To add an organization, Login and go to ADMIN, MANAGE ADD-ONS, MEMBERSHIP MANAGER. Find the account you want and click on the name. Next, click on the ORGANIZATIONS tab. Click ADD to add a new organization and check the box next to the organization and then click REMOVE FROM ACCOUNT to delete the person or organization. Click OK to save the modification. To add people to a specific account, Login and go to ADMIN, MANAGE USERS, PEOPLE. Click the paper/pencil icon next to the person you want to add. Select the ORGANIZATION for the account you want the person added to. Click OK to save changes. Now the person should appear in the PEOPLE tab when you click on ADMIN, MANAGE ADD-ONS, MEMBERSHIP MANAGER.)