Chapters
Chapters make it possible to manage the different branches of an organization.
When creating and/or registering a new account, it is possible to assign it to chapters (main and secondary). By default, the account will receive the email templates that are indicated in the main chapter entity to which it is assigned.
Create a chapter
- Select
+Newin the toolbar to open the form New Chapter; - Complete the various mandatory and optional fields in the sections of the General tab.
Assign a chapter to an account
- Select an account file;
- Select the Details tab;
- In the Chapters section, use the search fields Main chapter and Secondary chapter to assign chapters to an account;
- Select
Savefrom the toolbar to commit changes to the file.
Field details
Reading key
The reading key helps you to better understand the vocabulary used in this section.
If necessary, use the quick search command on your keyboard Ctrl + F to target the terms you are interested in.
| Term used | Explanation |
|---|---|
| Allows | Fields that can be modified to perform a specific task. |
| Displays | Field information that cannot be changed |
| During | Highlight an important step related to the field |
| If | Prior Action or Other Field Condition |
| Warning | Important information to take into account related to the field |
Tab - General
Section - No name
| Fields | Description |
|---|---|
| Name | Change the name of the chapter in the environment. |
| Is the default chapter | Displays whether this chapter is the one assigned by default. To choose a default chapter, go to general environment settings. |
Section - Invoice Email Templates
Membri 365 allows you to have different email templates for all types of invoices. Assign the appropriate templates for each invoice type.
| Fields | Description |
|---|---|
| Regular Invoice Template | Allows you to choose the invoice template that will be applied to all invoice types for which no template is specified. |
| Credit Invoice Template | Allows you to choose the email template used for credit invoices. |
| Member Registration Invoice Email Template | Allows you to choose the email template that is sent at the end of the enrolment process. |
| Renewal Invoice Email Template | Allows you to choose the email template that is sent when a renewal is approved. |
| Manual Invoice Email Template | Allows you to choose the email template that is sent when a manual invoice is created. |
| Contract Invoice Email template | Allows you to choose the email template sent when a Contract solicitation is won and billed. |
| Annual Sponsor Invoice Email Template | Allows you to choose the email template sent when an Annual Sponsor solicitation is won and billed. |
| Event Registration Invoice Email Template | Allows you to choose the email template sent at the end of the event registration process. |
| Event Sponsor Invoice Email Template | Allows you to choose the email template sent when an Event Sponsor solicitation is won and billed. |
| Email Thank-You Note | If you used the [%ThankYouNote%] token (by default on the template) in the invoice email or PDF template; Customize the thank you note that appears at the end of invoice emails to the [%ThankYouNote%]. |
| Custom merge field | Create your tokens to use invoice email templates. See the create a custom merge token section for more information. |
Section - Renewal Email Templates
| Fields | Description |
|---|---|
| Renewal Email Template | Allows you to choose the email template sent as a renewal notice when the membership comes to an end. |
Section - Email templates for donations
| Fields | Description |
|---|---|
| Donation invoice template | Allows you to choose the email template sent as an invoice for donations. |
| Donation receipt template | Allows you to choose the email template sent as a receipt when a payment is applied to a donation invoice. |
Section - No name
| Fields | Description |
|---|---|
| Billing setting | Allows you to set billing parameters for all transactions related to this chapter. |
| Accounting system setting | Allows you to set accounting system parameters for all transactions related to this chapter. |
Section - Receipt
| Fields | Description |
|---|---|
| Default receipt email template | Allows you to choose the email template sent upon receipt of payment for an event registration to which this chapter is assigned. |
Section - Account Statement
| Fields | Description |
|---|---|
| Account Statement Email Template | If sending account statements is enabled; Allows you to choose the email template sent as an account statement to each account to which this chapter is assigned. |
Section - Ticketing
| Fields | Description |
|---|---|
| Ticketing confirmation email template | Allows you to choose the email template sent when an event registration is completed on the integrated ticketing. |
| Event Ticket Email Template | If physical ticket sending is configured; Allows you to choose the email template sent when an event registration is completed. |
| Event Registration Reminder Email template | If reminders have been scheduled when designing an event; Allows you to choose the email template sent as a reminder to the participants and the person responsible for the event registration. |
Section - Credit Usage Templates
| Fields | Description |
|---|---|
| Send credit usage validation email | Allows you to send credit usage validation email. |
Still unsure?
Contact us - support@vendere.ca.