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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 == 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. * Log into the [[https://members.hcoop.net/portal/money|money portal]] * Enter the email address listed on the portal to lookup the member under the Google Checkout 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. == Low balance reminders == When: middle of each month * Look at XXX * Send it to all addresses on file for the member. {{{ 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). }}} == 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". * 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. |
IJWTS wow! Why can't I think of tihngs like that? ---- CategoryOutdated |
