The following maybe my misunderstanding of the product or a wishlist so feel free to move or better still comment on how things could be improved.
Been using CB + CBSubs to manage the membership of a physical club for a little while now, so pretty much Use Case 3 Society or Club taken directly from the manual. For the most part CBSubs has been excellent but I've found it difficult for handling offline membership payments.
It appears that CBSubs offline payment model for registration or renewal is,
- login
- select membership option
- select offline payment method option
- generate invoice
- Post invoice with payment
What actually happens in the real world is that once membership fees become due those members who want to pay offline hand money to either the membership secretary (me) or the treasurer. Never wanting to refuse money, we grab it with both hands and ask them to go through the above procedure to generate an invoice that can be marked as paid in the payment basket. Unfortunately in most cases this never happens. What would help would be :-
- A simple way to generate an invoice for someone who has handed me cash.
- A method of the treasurer generating and invoice via the front end when they are handed cash.
- A way for our club treasurer to mark off line payments as paid. Even for people who follow the CB-Subs process the treasurer has to email every time a cheque clears so that I can mark the account as paid. A Front end privileged way of them just doing it would be so much better.
Finally and this is really wishing I'd like to be able to use something like cbjuice to record offline payment in a spreadsheet and read the updates back into cbsubs. This would in many cases be faster and would allow processing of cash at our club which has no phone, WiFi or 3g signal.
If anyone has any thoughts or ideas I'd be most grateful.