NOTE: This process requires Treasurer, Staff or Admin2 NB permissions.
If your League has set up a payment processor, NB makes it easy to process credit card transactions manually. The following instructions relate to credit card payments but check and cash payments can be tracked using similar steps.
#1 Log into NB and go to People section.
#2 Use the Search People box to find the contact whose credit card you want to charge. If no contact record exists, see faq_add_member.
#3 Click on Finances in the menu on their contact page.
#4 Click on New Donation (NB refers to most revenue as a donation).
#5 On the right side of the form, select "Credit Card" for payment type, check the Charge credit card? box, enter the amount, credit card information and tracking code, and select your League's payment processor.
#6 If the credit card payment is for dues and your League uses the NB membership function, click on +Add membership and follow the instructions in #7 and #8; otherwise skip to #9.
#7 Select your League's NB membership type from the list.
#8 Check the box next to Expire Membership and set the membership term based on your League's renewal policy. For example, if your memberships renew on the payment anniversary, expire the membership in one year. If your League has a fixed renewal date, approximate the number of months to that date. [Remember, you can override this expiration date later using batch updates.)
#9 Scroll down the page and fill in any additional information, e.g. FEC Type or notes.
#10 When ready, click blue Pay Donation box.