Changes

*** the member is a volunteer and is exempt from dues

*** the member is a volunteer and is exempt from dues

*** the member’s last name is not on their PayPal profile (for example some people use a business account to pay dues) and the PayPal email address on the member site is incorrect.  Respond to the member’s request asking for the missing information but do not issue any transfer of funds

*** the member’s last name is not on their PayPal profile (for example some people use a business account to pay dues) and the PayPal email address on the member site is incorrect.  Respond to the member’s request asking for the missing information but do not issue any transfer of funds

** Refund the current PayPal subscription payment.  '''Include the RT ticket number in the "Note to buyer" field.'''  If there is no current transaction to refund, or if a refund has already been applied, the situation needs to be reviewed.  Leave the RT ticket in queue to be discussed at a board meeting.

** Partially refund the current PayPal subscription payment for the value of a member point (currently $30).  '''Include the RT ticket number in the "Note to buyer" field.'''  If there is no current transaction to refund, or if a refund has already been applied, the situation needs to be reviewed.  Leave the RT ticket in queue to be discussed at a board meeting.

** For any full or partially satisfied redemption, copy the PayPal (or ACH payment) confirmation details '''including the transaction ID''' (click View Refund) and add it as a comment to the RT ticket.

** For any full or partially satisfied redemption, copy the PayPal (or ACH payment) confirmation details '''including the transaction ID''' (click View Refund) and add it as a comment to the RT ticket.

** Move the RT ticket to the Treasury/Quickbooks queue

** Move the RT ticket to the Treasury/Quickbooks queue

[[Category:Admin]]

[[Category:Admin]]

[[Category:Board Procedures]]

[[Category:Board Procedures]]