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they should get a confirmation from paypal immediately. I now work 40 plus hours a week and the new memberships are coming in like crazy. I will post that they are going to have to be patient. I don't get home til after 6 everynight and I'm sorry but I have to feed my crew before 8. FYI here are the steps that I have to take. I'm still trying to figure out a way to make this a quicker process but maybe taking longer in the front end is going to be soooo much better when I get ready to do reports!
Get the membership or renewal
check spreadsheet to see if they are current, expired, or new members
goes on excel spreadsheet so I can track expirations, I haven't been able to figure out how to do that in my new system yet
for new members you have to enter all the info in Quickbooks and excel
create a inv
receive payment
send email packets, plus put in the welcome or thank you letter
doesn't seem like a lot but it takes quite a bit of time especially if they are new
anyway not gripping just keeping your filled in on the steps that this requires.
 
1 - 3 of 16 Posts