What does the 'Process Pending Transactions' function do?

The Process Pending Transactions function displays all of the prepared Subscription Invoice Renewals, Subscription Renewal Invitations, Parent Invoicing Subscriptions, External Transactions and Event Transactions (new bookings and cancellations processed in the MEMNET admin system) that have been raised but not yet sent.  That is, a document has not been generated and a record of the transaction has not been added to the membership record. 

When you run Raise Subscriptions it will raise all of the Subscription (Invoice and Renewal Invitations) to a pending state; you will then need to Process Pending Transactions in order to create transaction records and send the documents.

The Pending Transactions screen separates the transaction types for Subscriptions, Renewal Invitations, Parent Invoicing, External Transactions and Events.  When the transaction type is selected from the Transaction Type drop menu, the screen will display a grid of all of the pending transactions waiting to be processed.

It should be noted that Subscriptions, Parent Invoices, External Transactions and Renewal Invitations are all ‘pending’. In other words you can delete them and start again if after reviewing them you believe they need to be regenerated. At this point no file updates have taken place.

Event invoices are different. A booking has been made in the system if there is an Event Pending transaction on this screen. These can only be processed to ensure that the invoice is created and recorded against the Member for that Booking.

Please note that a separate invoice will be generated for each Event Transaction as they are usually separately addressed to the Booker and it would not be appropriate to combine them onto one invoice due to each Booker needing to get a copy of their own invoice.

The features available within this screen are as follows –

• Review on the screen
• Export to Excel for review “offline”
• Delete the charges and start again (not applicable for Event charges)
• Process the transactions to update the database
• Print, email automatically or do not distribute the documents

Note – Only transactions that have been created will appear on the Pending Transactions page.  If there are no transactions pending a message will be seen ‘No pending transactions’.  If there are only Subscription and Event Transactions awaiting processing, for example then that is all that will be available for selection.

You can select which type of Pending Transactions are being displayed by selecting from the Transaction Type drop down list (this will only display those that have a non-zero quantity).