My Captain - My invoices

 

It is possible via My Captain for members to view their financial data and to print out invoices again. Members also have the option to pay their outstanding invoices directly via an Ideal link. For an Ideal link you must be in possession of the module Electronic payment

 

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To use this functionality a link must be placed on the webpage of the organization and the member must have login details for the My Captain section of the website. My invoices are already included in the standard My Captain menu. If you use the default My Captain menu on your website, you do not have to add this link anymore.

Systempage MyCaptain My Invoices

You only have to link the My Captain My invoices system page to your own menu.

 

  • Click on Website Management 2 in the main menu.
  • In the submenu, select the Menus item
  • Select the appropriate menu to which the link must be added. (link is already added to standard My Captain menu)
  • Click on the IconM hamburger icon to view the menu items overview. 

 

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  • Click on the IconS Plusje icon to add a new item. 

 

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  • Name the menu item.
  • Click search to add a link.

 

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  • Select Page as type.
  • Choose the My Captain folder.
  • Select the My Invoices item to link the systempage to the menu item.

 

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Link on your website

If the website was created outside of e-Captain, you can add this link to your website:

http://name-site.e-captain.com/my-captain/invoices

The name of the association, as used within e-Captain, is used.

 

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Systempage My invoices

Now that the page is linked to the page of your organization, the members can consult their financial overview.

 

  • Click on the My invoices link on the website of the organization.
  • Log in with the login details provided by the organization.

 

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  • All invoices linked to a member are shown in the overview.
  • If you click on View you can save or print the invoice.

 

System widget settings

Systemwidget My Invoices has a few settings:

 

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my-invoices-08a Show items per page
my-invoices-08b Table: background color selected row
my-invoices-08c Table: color odd rows
my-invoices-08d Table: color even rows

Example

 my-invoices-9

 

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Get the most out of e-Captain!

e-Captain has a very extensive Member Management package. We offer several basic trainings which teach you to work with e-Captain in an accessible way.  The trainings take place at our office in  's-Hertogenbosch.

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This page was last updated on: 2 August 2018