You will be able to track form submissions and payments in real time for your local dues collection.
*You will not be able to track national dues because the national dues form is not “owned” by your local circle account, however, because both forms were made “required” you can ensure that members who have paid your local dues have also paid national dues.
Follow these steps to view form reporting for your local dues:
Click directly on “New Member Payment Form” (or your updated name)
Click “View responses”
Use the “Export” button to export your data in excel, if you choose
You may choose to receive an email each time a new member makes a payment. Here are the instructions for adding an email address to receive automatic notification of a payment:
- Click "Finance"
- Click directly on “New Member Payment Form” (or your updated name)
- Click "Manage payment alerts"
- Click the check box and enter the email address you which want to receive alerts. Make sure to separate each email address with a comma.
- Click Save
Done! Now you will receive updates!