Financials

Failed and cancelled payments

• Failed payments
• Cancelled GoCardless payments

Requesting payment

• Requesting payment
• Sending payment reminders
• Generating an ad-hoc payment request

Pre-authorising payments

• Pre-authorisation explained
• How members can cancel their pre-authorisation agreement

Instalments

• Setting up instalments
• Instalment option for new members registering
• Recording offline instalment payments
• Deleting future instalment requests
• Existing members and instalments

Payment Reports

• Transaction Reports (1st January 2018 onward)
• Dashboard
• Payment Summary Report
• Detailed Payment Report (member level)
• Exporting Payment Information

Payment requests waiting to be scheduled

• Payment requests waiting to be scheduled - Overview

Upcoming payments

• Upcoming payment request report

Recording offline payments

• Recording 'offline' payments (ie. cash, cheque etc)

Refunds

• Issuing a refund for an offline payment
• Issuing a refund for an online payment

Online payment methods

• Gocardless – Members view
• GoCardless - Payment Processing Time
• How to setup up a GoCardless account