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 and other club officers with the assigned Admin access via Officer positions.
Who Can Access Orders in the Members Area
Members at any level of the organisation who are in the following Officer Positions in Surfguard (at National Requirement Level) 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 “Receive Payment Gateway Email Notifications and View 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. When selecting dates ensure you click on the APPLY button to save your dates
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.
Need more help with this?
Don’t hesitate to contact us here.