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Customer Routines
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Customer Routines
Customer Routines
Membership Cycle
Membership Cycle
First Contact Enquiry
Joining A Member
Renewing A Member
Suspending A Member
Reinstating A Member
Resignations
Resigning A Member
Rejoining A Member
AUDDIS & Direct Debit
AUDDIS
AUDDIS Process
Timeline
Creating a New Instruction
Amending an Instruction
Cancelling an Instruction
AUDDIS File Report
Direct Debits
DDI Codes
Set-Up A One-Off Direct Debit Payment
Set-Up A Monthly Direct Debit Payment
Recurring Instructions
Maintain Customers
Getting The Most From Your System
Selecting a New Record
Selecting on an Existing Record
Creating a Customer Record
Customer Details
Bank Detail Database
Statements
Printing Statements For A Selection
Customer Messages
Choosing Records
Choose & Print
Choose & Print Criteria
Viewing Records
Printing Records
Choosing Default Entry
Sales Ledger Posting Routines
Create A New Sales Ledger Posting
Add To A Previously Open Sales Ledger Posting
Close An Open Sales Ledger Posting
Create An Input Sales Ledger Batch Posting
Customer Reports
Standard Customer Reports
Chart of Usage
Send Reminder Letters
Entry Log Report
Reporting
Reminder Letters
Locker List Report
Birthday Reminder Letters
Current Actions
Birthday Report
Card List Report
Export Members to Excel
List of Members
List of Members by Category
Membership Summary Report
Membership Movement Report
No Card List Report
Summary List of Members
Print Payment Request Letters
Microsoft Word Interface
Statements
Statements
Statement Run
Printing Statements For An Individual
Historic Statements
Sales Ledger Processes
Sales Ledger Routines
Process Payments Received Prior to Renewal Date
Sales Ledger Transfer
Split Sales Ledger
Clearing Down Sales Ledgers
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