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Module HelloAsso: Difference between revisions
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→Usage: Auto invoicing + reminder
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Links below will be automatically replicated on translated pages by PolyglotBot --> | Links below will be automatically replicated on translated pages by PolyglotBot -->[[fr:Module HelloAsso FR]] | ||
[[fr:Module HelloAsso FR]] | |||
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[[Category:Complementary modules]] | [[Category:Complementary modules]] | ||
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=Usage= | =Usage= | ||
=== Usage of HelloAsso online payment page === | ===Usage of HelloAsso online payment page=== | ||
Dolibarr generates default payment links for customer invoices and member subscriptions, to allow customers to perform an online payment. | |||
When the module is activated, all the links provided by Dolibarr to make online payments will include a button using [https://info.helloasso.com/solution/checkout HelloAsso Checkout] feature. | |||
Here is an example of customer payment page: | Here is an example of customer payment page: | ||
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[[File:Exemple payment page Helloasso.png|border|968x968px]]<br /> | [[File:Exemple payment page Helloasso.png|border|968x968px]]<br /> | ||
=== Usage of member | ===Usage of periodic member synchronization=== | ||
Once everything is set up, you can test the configuration of the synchronization function. To do so click on the button '''Test getting HelloAsso membership'''. | Once everything is set up, you can test the configuration of the synchronization function. To do so click on the button '''Test getting HelloAsso membership'''. | ||
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To enable the scheduled job: | To enable the scheduled job: | ||
* Access to '''Scheduled Jobs''' module configuration. Navigate to the Scheduled jobs tab. | *Access to '''Scheduled Jobs''' module configuration. Navigate to the Scheduled jobs tab. | ||
* Next find the job with the label '''HelloAssoGetNewMembers''' | *Next find the job with the label '''HelloAssoGetNewMembers''' | ||
* Don't touch any of the configuration except for '''Run job every''' and '''Next execution''' | *Don't touch any of the configuration except for '''Run job every''' and '''Next execution''' | ||
** '''Run job every''' defines how often the job will be executed. | **'''Run job every''' defines how often the job will be executed. | ||
** '''Next execution''' defines when the next execution will take place (After the first execution, this field will be automatically updated). | **'''Next execution''' defines when the next execution will take place (After the first execution, this field will be automatically updated). | ||
* Once everything is set up, click on '''Launch now''' to start the scheduled job | *Once everything is set up, click on '''Launch now''' to start the scheduled job | ||
=== Usage of automatic invoice creation for each subscription === | |||
When member synchronization from HelloAsso is enabled, you can configure the module to emit an '''invoice''' and an associated '''payment''' for each of the subscription created during the member synchronization function. | |||
To enable automatic invoicing: In '''HelloAsso''' module configuration, in membership settings tab, select a complementary action to run for every new subscription: | |||
* Automatic invoicing with payment | |||
* Automatic invoicing without payment | |||
* Automatic payment | |||
* No complementary action | |||
You must also activate the automatic creation of a third-party to activate complementary actions. | |||
=== Usage of automatic sending reminders when membership subscriptions expire === | |||
When member synchronization from HelloAsso is enabled, you can configure Dolibarr to send a reminder by e-mail to members whose membership has just expired. | |||
To enable automatic sending of a reminder: in '''Scheduled jobs''' module configuration: | |||
* In the '''Scheduled task''' tab, make sure that the task '''Send reminder by email for expired membership''' is marked as '''Scheduled''' | |||
* In the '''Misc''' tab, if not already activated, generate a '''Security key for URL to launch cron jobs''' and use one of the proposed option to launch tasks automatically (Cron has to be activated and configured in the settings your web hosting service provider) | |||
The task will then trigger every day and send a reminder to all members who have just expired. | |||
=Development and contributions= | =Development and contributions= | ||