Who Gets Email Notifications

Emails for Renewal and Joining submissions are sent to:-
• Member & email from Organisations Details in Surfguard
BCC to: Administration & Paid Administration 1 officer positions in Surfguard

Emails for Club Payment receipts (Payment Gateway)
• Payer
BCC to: Administration, Paid Administration 1 and Finance officer positions in Surfguard

Who Can Access Orders in the Members Area

Members at any level of the organisation who are in the following Officer Positions in Surfguard will automatically get access to the Orders in the Members Area
• Administration
• Paid Administration 1

Other club officers can also be assigned access to the Orders Report in their organisation/s by ticking the box next to “View Payment Gateway Orders Report in Members Area” in the Administrative Functions that display in the Setup Officer screen

Access Orders in the Members Area – https://members.sls.com.au

Organisations using the SLSA Payment Gateway will now access all transaction reports via the Members Area > Reports > Orders.

Filtering Orders

You can filter by the following
1. Orders Number – enter the number of the order you would like view
2. Organisation – members who need to view order reports at more than one organisation will be able to view the organisations they have been assigned access in the drop-down. See above for details on how to get access
3. Search for an order by First or Last Name
4. Filter by a minimum amount
5. Filter by maximum amount
6. The default date range is the last month.
7. Payment Method – Three (3) options are available in the drop-down menu:-

  • All
  • Credit Card
  • Other

If you only want to see transactions processed via the Payment Gateway for a specific date range, you could filter by Date Range & Payment Method = Credit Card

View an Order

Click the view symbol in the Action column.

Details of the specific order will display, click Back to get back to the screen above

Export Reports to Excel

You can now filter the report as required e.g. if you only want to view the total amount of each order you could de-duplicate by Order ID.

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