Board Orientation: Difference between revisions
From Pumping Station One
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→Member Payments: Cash Payments |
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=== Accepted === | === Accepted === | ||
We technically accept PayPal, cash, check, and Amazon. Anything other than PayPal has significant overhead -- both for the person trying to find someone to give the money to and for the board for tracking payments. | We technically accept PayPal, cash, check, and Amazon. Anything other than PayPal has significant overhead -- both for the person trying to find someone to give the money to and for the board for tracking payments. | ||
=== Handling Cash Payments === | |||
All cash payments are to be deposited in the dropbox in the safe; it's currently mounted on the wall. On the envelope should be their name and the date of the deposit. | |||
==== Processing the Payments ==== | |||
For each cash payment, update the member's record in Zoho. | |||
* Set their membership level to their payment amount (if applicable.) | |||
* Set the "End Date" to be one month after the payment. | |||
* Add a note to their file, indicating when the payment was dated and how much it was for. | |||
* Make sure their payment type is set to "cash". | |||
* Set the "Last Payment Date" to the payment received date. | |||
* Immediately deposit the payment (after signing the checks.) '''DO NOT''' allow payments to accumulate. Anything over two weeks is unacceptable. | |||
* Take a photo of the receipt and send the image to info@, with a breakdown of the deposit. | |||
=== Member Points === | === Member Points === | ||