For money that is not CMF: an event, a training, a social, a sponsorship, anything you type in. It takes the next receipt number in the same series as CMF, and does not touch anyone's CMF cover. Ads in The Elegance Times get their receipt from Record payment on the Ad payments tab.
When members pay their CMF by card at Fortune on the same day, put them all here: one line a member, as many lines as you need. Each line becomes a receipt with the mode Card at the venue (Fortune), and the money shows on The books under Money with the venue.
Paste rows below, or choose a BNI Connect export. Each row needs a name and a mobile number — anything else is ignored. Comma, tab or semicolon separated all work.
What a member pays for each option. Used to fill the amount automatically.
This is the receipt itself — it goes into WhatsApp ready to send. Asterisks come out as bold.
Available: {name} {amount} {words} {period}
{receipt} {mode} {ref} {date}
{note} {chapter} {st}.
The chase for a member who is behind. It works out what they owe from the monthly fee
and how long they have been uncovered, so you do not have to.
Available: {name} {position} {amount}
{words} {months} {period} {covered}
{status} {chapter} {st}.
{position} writes itself: never paid gets one sentence, fallen behind gets another.
Everything is stored on this device only. Back it up before changing phones or clearing your browser.