Renewal and upgrade through backend
- AusAPT
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10 years 9 months ago - 10 years 9 months ago #229984
by AusAPT
Renewal and upgrade through backend was created by AusAPT
What is the correct way for us to renew/upgrade a membership through the backend?
I ask, because some of our members phone our treasurer to renew their membership over the phone.
I'm sorry but I couldn't find an answer to my question in the manual nor in the forum. If you could please explain the steps or maybe tell me where I can find them explained?
Thank you!
Joomla 1.5 / CBSubs 2.x
I ask, because some of our members phone our treasurer to renew their membership over the phone.
I'm sorry but I couldn't find an answer to my question in the manual nor in the forum. If you could please explain the steps or maybe tell me where I can find them explained?
Thank you!
Joomla 1.5 / CBSubs 2.x
Last edit: 10 years 9 months ago by AusAPT. Reason: added technical details
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krileon
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10 years 9 months ago #230026
by krileon
Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
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If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
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If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
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Replied by krileon on topic Renewal and upgrade through backend
Renewing and subscribing from backend completely bypasses the payment gateway. If you need to log payment details like a check number, etc.. you should navigate to their profile on frontend and use the subscription tab on the users behalf. Then pay the basket from backend. If you don't need to log payment details you can just renew or subscribe them by editing them in Cb > User Management.
Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
--
If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
--
If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
--
Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
--
My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.
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- cliffvt
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9 years 10 months ago #245650
by cliffvt
Replied by cliffvt on topic Renewal and upgrade through backend
Krileon
We have this same problem and its so painful. This year we have had almost 50 people phoning us to pay by card or they pay by offline method but did not create a baqsket!
How can we navigate to the front end - we do not have their passwords... Is there a way under payment baskets to add the facility to add a manual payment basket perhaps, because we need the audit trail and we do management reports from payments. Even sometimes refunds, so it has to be logged...
Any help would be appreciated.
Even if I sue a master password, once a member has expired, you cannot log in using master password...
Cheers
Cliff
We have this same problem and its so painful. This year we have had almost 50 people phoning us to pay by card or they pay by offline method but did not create a baqsket!
How can we navigate to the front end - we do not have their passwords... Is there a way under payment baskets to add the facility to add a manual payment basket perhaps, because we need the audit trail and we do management reports from payments. Even sometimes refunds, so it has to be logged...
Any help would be appreciated.
Even if I sue a master password, once a member has expired, you cannot log in using master password...
Cheers
Cliff
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