Once an organization has been created, a settlement method should be added. The settlement method determines the way that organizations receive the money from the sales of their events.
The following steps assume that a payment method with a 'Payment Usage' set to Settlement have been created, a customer has been created and added to the organization.
To add a settlement method to an organization via the Desktop:
1.Open Organization Management application from the Desktop.
The Organizations|Search page appears.
2.Search for and select the organization that you want to add a settlement method to.
The Organizations|Basic page appears
3.Expand the Payment Information - X Methods section.
X being the number of settlement methods already configured on the organization.
4.Click 'Add Settlement Method'.
5.Select Cheque from the 'Payment Method' dropdown.
The funds owed to the event owner will mailed as a cheque.
Once a customer has been added to an organization, the read-only 'Contact Name', 'Address Street', 'Address City, Province/State' and 'Address Country/Code' fields will be automatically populated. Organizations that select the Cheque settlement method will expect their cheques to be mailed to the address listed on the primary contact.
6.Once a settlement method has been added, it will appear as an option in the 'Default Settlement Method' dropdown at the top of the Payment Information - X Methods section. Select the settlement method.
7.Click 'Apply'.
A window confirms that the organization was updated.
8.Click 'OK'.
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