Refunds have been designed to work with a refund approval process. To facilitate some options with approvals, the design is to use the “Approved” checkbox.  Once this is set, the refund transaction will occur.  

Some organisations have a requirement for all new members to go through an approval process. This may involve submitting a list of new members to the Board/Board of Management for approval.

Text for confirmation email can be found at Merchant Facilities > Payment Forms > Membership

After creating of a Peer-to-Peer Parent Campaign as described at: How to Create Peer-to-Peer Parent Campaign you are then ready to make the registration form available by either:

1. Publishing a link from your website
2. Sending a link via email

See the following sections for where to obtain your Peer-to-Peer Campaign Link

Related procedures that may be useful:

• How to set up URL Tokens - This option can be used to generate a more unique URL and to apply other form changes
• How to publish a web form using URL tokens (preferred method)
• How to publish a web form

Change Schedules

Change Schedules provide the ability for membership/subscription updates to setup to scheduled ahead of time. On the schedule date, an automated process will apply the updates requested.

The types of schedules that are available are:

• Once off:
  This allows for a person to book a schedule that will occur on a particular date and will be restored back to that option once that date is completed.  For example, in a wine club, someone may update their order quantity from 1 to 2 during the month of December, then have it restored to 1 for January.  
• Ongoing:  
  This option will apply a permanent update effective on the from date.  An example of this might be for a wine club subscription where someone asks for their order to be change from a white pack to a red pack from the beginning of next year.
• Recurring:
  The Recurring Option allows for schedules to be setup that occur every year.  The option is very similar to the Once off option, but will continue year after year.  An example of this option is for a wine club subscriber that has Whites every Summer and Reds for every winter.

Change Schedules can be setup and related to the follow areas:

• Recurring Payments
• Account Subscriptions
• Subscriptions

URL Tokens are setup by default for memberships/subscriptions and the renewals process.

They can also be enabled for Accounts, Contact, Campaigns, Campaign Members, Opportunities and Cases.  Each of the objects includes a checkbox field called “Create URL Token”.  If this is checked and the record is saved then a URL Token is created and linked to the object.  You can then define your own workflow emails to send this link to the payee for payment.