I’m trying to submit memberships via the new TD/Affiliate section on the USCF website. Using the format and Excel template available online. I’ve recieved cash payment for the potential members and want to pay with my credit card. The Excel template has no field for payment by TD. All the fields say “Blank for TD Payment”. Has anyone noticed this and is there another template I’ve missed?
There are three payment choice options for each membership record:
- Payment by TD
- Check from the member (or a 3rd party)
- Credit Card payment from the member (or a 3rd party)
For option #1, the TD will be given a choice at the time the memberships are submitted of paying by check or by credit card. That means that the TD’s credit card information is not entered until the batch is submitted.
For #2 or #3 there are additional payment information fields that do need to be filled out for each membership that utilizes those options, but those fields should be left blank if the payment is coming from the TD.
I didn’t write the Excel template that is on the website, but the person who did reads this forum, perhaps he can address the specifics of how to put the correct information into his template.
The Excel template only has a field to identify the payment source as the TD, but not how much the TD will pay. For those memberships paid by the TD, simply enter TD in column Y under the PMT header. Do not enter amounts paid by the TD in any column, or any other TD payment info.
After you submit the batch and process it, the total amount owed by the TD will be calculated for the entire batch. This total takes into account membership types, member payments, affiliate discount and on-line discount. Then you simply enter the TD payment method and the appropriate supporting information to process payment. After that screen is submitted, your membership batch is complete.
The ID numbers will then be available two ways. You will receive them in an email confirming the transaction details. Also, on the membership batch entry main page, you can go to the bottom of the screen and next to your completed batch on the right will be a link button to a page of temporary membership cards to print.
Your feedback is appreciated. I’ll add a clarification note that appears when your cursor hovers over the “TD - from TD” comment.
Mike Swatek
This was my first time submitting memberships online. Now that I’ve completed the process it all makes sense. Thanks for your help and quick replies.