- Install Payments2Us
- Create Samples
- Edit Merchant Facility and update relevant fields including: Grace Days
- Edit related Payment Form: "3. Membership".
- Mark as Primary
- Update "Subscriptions/Memberships" as appropriate.
- Edit/Add/Remove Related Payment Options to add Membership Types
- Customise Checkout/Donation Form
- Setup Receipt Details such as organisation name/address, colours, logos, footers etct.
- Update Receipt Email Template Text
- Update Receipt Letter Object Text
- When using Manual Renewals
- Setup Renewal Reminder Email Template
- Setup Renewal Letter Object
- Setup Renewal Reminder(s) timebased notifications
- When using Automatic Renewals
- Update Card Failed Email template and make Card Failed Welcome Workflow Active
- Update Card Expiry Email template and Setup/make active Card Expiry Workflow
- When using Membership Confirmation process
- Setup Membership Confirmation Letter Object
- Setup Membership Confirmation Email Template
- Test with test card details
- Clone Merchant Facility and related Payments. Enter production credentials
- If required migrate existing Members and set so Automatic renewals are set to go out.
- Test production site
- Update website to have new Membership Form
Membership Checklist
Project Checklist
Payments2Us Install Checklist
Fundraising Checklist
Membership Checklist
Events Membership Checklist
Xero Integration Checklist
Updated at July 27th, 2024