IDA Website Spotlight: Payments & History
Wednesday, June 26, 2019
Whenever you make a transaction within the IDA website, whether it is for a store order, event registration, or paying your membership dues, the transaction is recorded in your account. If you pay by credit card, the transaction will be saved with a receipt. If you choose the "Bill Me" or "Check/Money Order" option at checkout, an invoice is automatically created for you – this article will show you where to access your invoices and how to pay them. If you are a main account and any of your employees choose the "Bill to Master" option at checkout, this article shows where to access those invoices and pay them as well.
[You can click any of the photos to see an enlarged view.]
To see your transactions, you need to first login to your account. Once you are logged in, in the upper right hand corner, click the caret next to your name, and choose "Invoices" from the dropdown menu. This will take you directly to your "Payments & History" tab, which is split into four tabs: Invoices, Event Registration, Membership, and Donation History.
All of your invoices, no matter which type, will show in this section. There are two sub-sections: Store & Events and Dues.
Store & Events
This section will include orders for items such as certification exams, events, patches, decals, advertising, etc. You can filter by status to see which invoices are still awaiting payment or those that have already been processed. Status types include:
- Open: The invoice is awaiting payment from you.
- Processed: The payment has been successfully processed by the system.
- Shipped/Closed: The order has been processed and closed by administration; any shippable items have been shipped or sent electronically.
- Pending: This shows any upcoming recurring or installment payments (non-dues).
- Cancelled: Here are any orders that you have cancelled; payment was refunded or not processed.
You can click on the bill icon to View/Print any of the invoices. From the "Open" status screen, you can pay individual invoices by clicking on the credit card icon . To pay multiple or all invoices at once, click the check boxes next to each invoice you'd like to pay and then click the "Pay Selected Invoices" button.
When you switch over to the Dues tab, there are a few different options to be aware of. There are only three payment statuses for membership dues:
- Open: The invoice is awaiting payment from you (or the master account, if you selected "Bill to Master" at checkout). Keep in mind that your membership will not be approved or renewed until payment has been made and processed successfully.
- Closed: The payment has been successfully processed by the system.
- Open (Awaiting Auto-Bill): You have selected auto-renew for your membership dues; this payment will be processed automatically on your next upcoming renewal date, which can be seen in the "Membership" tab.
If you have any employees whose membership dues have been "Billed to Master" they will show up in this tab as well.
Just as with store items and events, you can click on the bill icon to View/Print any of the invoices. From the "Open" status screen, you can pay individual invoices by clicking on the credit card icon . To pay multiple or all invoices at once, click the check boxes next to each invoice you'd like to pay and then click the "Pay Selected Invoices" button.
As the tab name implies, this is where you can find a list of all your event registrations, including certification events and webinars.
First, there is a list of all upcoming events for which you are registered. You can click on the calendar icon to export the event details to your calendar. You can also click on the printer icon to pull up a pop-up box with your registration details, which you can then save or print.
There is also a list of all the past events for which you registered, along with the option to view registration details if desired.
The first box on this tab shows your membership and expiration date. If you have an "Open" invoice, there will be a note stating that you have an open transaction and your membership status and expiration date may change once the transaction is processed. You can click the credit card icon to make the dues payment or click the bill icon to View/Print the invoice.
If you have opted for auto-renew and have an "Open (Awaiting Auto-Bill)" invoice [shown above], you can ignore the warning message as your membership payment will be renewed automatically upon your next renewal date. However, if you need to update your billing information prior to your next renewal date, you can select the credit card icon to update your billing details.
If you wish to cancel your one-time membership payment or your auto-renewal plan, click the red x button and follow the prompts to cancel.
The final tab in this section shows your Donation History. When you contribute a donation to the organization, your contributions will be listed on this tab.
If you have any questions about paying an open invoice or viewing your transaction history, please contact the IDA Central Office at email@example.com or 651-925-5526.