Past Carnival Year Member Invoice To access a member’s invoice from a previous carnival year, you will need to: Search for a member member’s account....
Process Dues Whether running Membership Dues Invoices for ALL Active members, or reviewing and running any missing Membership Dues Invoices, the Process...
Reactivate/Deactivate A Member Search the member’s name (see: Search Members). This will bring you to a pop up that looks like this: Select View at the...
Remove Managed Account (Admin) Go to User Details of selected member (see: Search Members). Select View Details on the top left of the pop-up box. This will...
Search Invoices Go to a member’s User Details (see: View Member Details). On the User Details page, select the tab titled Accounting....
Search Members At the top of the screen is a box titled Search. In this box enter the full or partial first...
Transfer Payment Between Accounts Search for the member using the top search bar to locate the member that the amount is to be transferred...
Turn On Access For Members To View Other Member’s In Their Group In the top right corner, select the Gear Icon (Settings and Configurations). This will take you here: Within the horizontal...
Turn On/Off Display Previous Balances Go to Settings and Configurations at the top right of your screen. This will take you here: Within the horizontal...
View Member Details At the top of the screen is a box titled Search In this box enter the full or partial first...
View Member Notes At the top of the screen is a box titled Search. In this box enter the full or partial first name,...
View Members Messages Within the left side navigation bar under Member, select Messages. This will take you here: Your messages will be displayed...
What is the Rollover Process? Similar to a Fiscal Year Rollover, The Carnival Year Rollover is the process of building membership dues schedules, copying data...