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Comment: add refund instructions for google checkout
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Comment: Hey, sbulte must be your middle name. Great post!
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| This page is designed to give information for new HCoop treasurers to learn how to do their jobs. Also see [[https://lists.hcoop.net/pipermail/hcoop-discuss/2010-October/002470.html|Adam's mail]] about treasurer responsibilities. Treasurer permissions which need to be given: * `money` group * `paypal` sub-account with rw access * Add treasurer's google account (recommend new account to keep hcoop stuff separate) to merchant account under `Settings -> Users` == Paypal payments from members == When: soon after being notified by paypal of a payment. * [[https://members.hcoop.net/portal/money|portal financial page]] -> lookup address for paypal -> follow steps * Log in to [[http://paypal.com|paypal]] * Click 'details' on the transaction, scroll down. * Log into the [[https://members.hcoop.net/portal/money|money portal]] * Enter the email address listed in paypal into the portal to lookup the member. You need to enter the whole address. * Everything should be filled in: Payment type: `Paypal`, no extra description needed, date should be today, enter '''Net amount''' from the transaction page, `Member` should be filled in properly (double check), hit `Add`. * Return to the paypal overview, select `Mark as shipped` for that transaction. The page will reload, scroll down specify you don't have tracking information, confirm it. Check on the main page that it is marked as shipped. * Archive the transaction, if everything has been taken care of. == Google Checkout payments from members == When: soon after being notified by google checkout of a payment. * Log into the merchant account * You'll see the order in the inbox. Click it. * Click "charge order" to initiate the charge. You need to do this before the authorization expiration date (about one week). * Log into the [[https://members.hcoop.net/portal/money|money portal]] * Enter the gmail address listed in google checkout into the portal to lookup the member. You need to enter the whole address. * Payment type: `Google Checkout`, no extra description needed, date will automatically be today, enter the '''net revenue''' from the merchant page (it will be revealed after charging) for "amount", `Member` should be filled in properly (double check), and hit `Add`. * Then, go to the merchant page and hit `shipped` - no info needed, just do "send confirmation". * Go back to the inbox and hit `Archive` on the payment, if everything has been successfully taken care of. == Transfer paypal -> hcoop bank == When: whenever paypal balance gets high, usually every FIXME Leave $50 or so in paypal to cover refunds issued. == Mothly tasks: Dues, balance reminders, freezing == === Charge dues === When: Second to last day of every month (to get done before the cronjobs mailing reminders) * From the `Financial` page on the portal, go to `charge monthly dues`. * Enter today's date * Enter the current monthly dues amount ($7 at this writing) * Hit `Add`. === Check freezing / booting list === === Manual low balance reminders === When: middle of each month (15th) Why: some ISPs block mail from HCoop since it sometimes forwards spam. * There are two relevant pages listing members: * [[https://members.hcoop.net/portal/money?cmd=freezeworthy|Freese-worthy]] - lists people whom, after the next payment cycle, will be within one month of being booted. * [[https://members.hcoop.net/portal/money?cmd=bootworthy|Boot-worthy]] - lists people whom, after the next payment cycle, will be booted. * Remember anyone who had made alternative arrangements for paying (e.g., will close their account and don't need anything else to be said) * See below for mail templates for each category of needs-reminder. The templates also list the payment address to cc. * Click on the member name. Send a mail to all email addresses listed on the profile, including their hcoop address. If they don't have a non-HCoop mail address, go to their archived membership application to get at least one non-hcoop mail. * Send the reminders. {{{ Subject: We're about to freeze your HCoop account... Cc: HCoop Payment Reminder Robot <payment@hcoop.net> ...because your balance is too negative. If you want to keep your account, please make a payment here ASAP: https://members.hcoop.net/ Details on how much we recommend paying should be found in the last automated low balance reminder e-mail sent to you. If you don't want your account anymore, please don't stay silent; instead open a ticket here, in the "Financial" category: https://bugzilla.hcoop.net/enter_bug.cgi ...and include instructions on what to do with your remaining funds (donate to the co-op or refund via PayPal or Google Checkout). }}} == New member == When: when you get the first payment from a new member. * You will get a payment notification from the member. When you enter their email address, it will pop up to their member application instead of their usual * It will give you a command to run on `deleuze`. Run it in a shell. * FIXME this is unfinished. == Member leaving == When: when emailed from bugzilla * What to do with the balance. * Member donates balance to hcoop: Make two transactions: one reducing the member's balance (negative payment), and one increasing the coop's balance (positive payment), "balance donation upon leaving". * Member requests refund via google checkout: They must have previously made a payment using checkout. Search for one of their past payments, then refund the balance money. Add it to the account ledger - note that there is both the amount subtracted from the account, and a "transaction fee" which you should subtract from the hcoop account if you don't consider it properly. * Member requests refund via paypal: * Retire the member: `Admin sidebar` -> `Members` -> `retire` the member. * Run this command on `deleuze` to close the account {{{ /afs/hcoop.net/common/etc/scripts/destroy-user USERNAME }}} * Close the bug. If a member replies to something asking if they can be retired, here is a boilerplate you can reply with: {{{ To close your account, please open a ticket in bugzilla in the "financial" category, and including what you'd like to do with the remaining balance (donation to the co-op or refund): https://bugzilla.hcoop.net/enter_bug.cgi This provides some authentication, and a permanent record, for the close request. Thank you, - Richard Darst }}} == Freezing and unfreezing == * Freezing: `/afs/hcoop.net/common/etc/scripts/freeze -a f USERNAME` * Unfreezing: `/afs/hcoop.net/common/etc/scripts/freeze -a u USERNAME` == Changing passwords == * On deleuze (kerberos master), run `sudo kadmin.local -p root/admin`, then run `cpw <username>@HCOOP.NET` * Admin users only: For local passwords, ssh to the machine and just use `passwd <username>`. Right now local passwords are out of date and not used, so you don't actually need to do this. |
Hey, sbulte must be your middle name. Great post! ---- CategoryNeedsWork |
