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Module HelloAsso: Difference between revisions
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→Usage: Membership status badge of POS
(→Usage: Auto invoicing + reminder) |
(→Usage: Membership status badge of POS) |
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*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 === | ===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. | 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: | 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 with payment | ||
* Automatic invoicing without payment | *Automatic invoicing without payment | ||
* Automatic payment | *Automatic payment | ||
* No complementary action | *No complementary action | ||
You must also activate the automatic creation of a third-party to activate complementary actions. | You must also activate the automatic creation of a third-party to activate complementary actions. | ||
=== Usage of automatic sending reminders when membership subscriptions expire === | ===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. | 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: | 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 '''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) | *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. | The task will then trigger every day and send a reminder to all members who have just expired. | ||
=== Usage of selling products and services only to valid members === | |||
Some associations may not sell products and services to member who have an expired subscription. A badge can be activated in the Point-Of-Sale (TakePOS) module so that the seller can visualize the member status during the sale: | |||
* Open a TakePOS terminal (it must have been configured before, using the [[Module Point of sale (TakePOS)|TakePOS doc]]) | |||
* On the top left, click the '''Client''' button to pick a client | |||
* On the top left of the client list, open the menu as shown here under, and select '''Member status''' | |||
[[File:Top left menu.png|none|thumb]] | |||
The client list will then show a badge for each third-party, telling if the associated member status is valid, expired, resiliated... | |||
You should also activate the automatic creation of a third-party during periodic member synchronization to make sure that third-parties all have an associated member. | |||
=Development and contributions= | =Development and contributions= | ||