Using BigTent with Third Party Payment Systems Diane August 22, 2017 00:21 Follow As of May 30, 2017, groups will only be able to accept payments for memberships using checks & third party online payment services. However, groups can continue to use BigTent to manage those payments and member enrollment. Below are the steps to get your group set up for accepting payments from other systems. Accounting Settings Go to [group name] > Utilities > Manage > Manage Accounting > Settings. Choose payment options for Membership Dues payments. You can choose to accept checks or using other add your own payment options (including third party online services). In the Payment Instructions box, you can include additional instructions and even a link(s) to your payment providers. Enter your password and click "Update." ** NOTE- You will want to include either HTTP or HTTPS for the payment site to link Communicating Payment Options To New & Current Members New Invitation & Renewal Invitations Messaging about third party payment options & instructions on the payment process can be included in the New Invitation Message* & in the Renewal Invitation Message. [group name] > Utilities > Manage > Invite Members > New Invitation Settings [group name] >Utilities > Manage > Invite Members > Renewal Settings * The New Invitation Message will only be sent to members who are invited to join the group by group leaders Membership Types & Forms Payment messaging can also be included on membership forms by using custom fields. Go to [group name] > Utilities > Manage > Invite Members > Member Types & Forms. Click "edit" in the right-hand column. You can either add questions to the default form or create a new form. Click "Add question" to include a new field on the form. Check the box next to the question you'd like to include, or click "Create a custom question." We suggest using the agreement field for including information on third-party payment options *see example below. To add a custom question, click "Create custom question" and complete the required information. Click "Ok," then click "Add." Enrollment Flows Members: One online payment option: Two or more payment options: Members select their preferred offline payment type from a drop down menu and can submit a note to group leaders. If you have entered in a link to a third party payment provider members can click that link to go to that website. Members need to select FINISHED to notify group leaders of new payment to be accepted. Members choosing these options are frozen in the enrollment process until an administrator approves their payment. Administrators : Admins will receive notification by email that member is waiting to have their payment approved. An Alert will also display on the manage dashboard that members have payments needing to be approved. Admins can review pending payments on Go to [group name] > Utilities > Manage > Track Invitations > approve payments. Once you have arrived at the approve payments tab: Select the applicant's payment method. Enter the amount he/she paid. Enter your reference number or transaction id (this is not required). Click "Submit." The member will be sent an email stating that the payment has been approved and he or she can access the group and start participating. BigTent does not charge processing fees for personal checks or other payments As a shortcut to this page, check for an admin alert in the Greetings box, pictured below. Click the "Admin Tasks" link to get a quick view of outstanding administrative tasks by the group. Click "Approve payments" to be taken directly to the Approve Payments page.