5.2 Transaction Settings

The transaction system allows you to create an index of transactions that can be customized to your exact business. Develop almost any type of compensation plan imaginable, easily charge membership fees, sell additional products and services to your members, plus more.


5.2.1 Create New Transactions

You can create and manage the index of transactions through the Transaction->Transaction Settings menu. There is a select box at the bottom of the page allowing you to specify which type of transaction you would like to create, which looks like:

There are several different types of transactions you can create, each with its own use, as described in the below table.

Transaction Type	Description
Commission - Sign Up	Used for one-time commissions, such as when a new member joins. Typically, this will also include recurring commissions, if you have triggers setup to automatically add commissions when a membership fee is approved, as described above.
Commission - Interval	Used for recurring commissions (eg. monthly). However, when this transaction is processed, no commission will be automatically added. Instead, the next recurring commission date will be scheduled, and commission will be added then.
Deposit - Miscellaneous	Used for any miscellaneous deposits into member's accounts that are not included in commissions.
Withdraw - Membership Fee	Used to charge membership fees when new members join, and recurring (eg. monthly) fees to remain a member.
Withdraw - Upgrade Fee	Used to allow members to upgrade from one member type to another through the Member's Only Area.
Withdraw - Product / Service Fee	Used to sell additional products and services to members through the Member's Only Area.
Withdraw - Commission Pay Out Fee	Used to charge members a fee when paying out commissions to them. For example, charge a $1 processing fee to send commissions.
Withdraw - Miscellaneous	Used for any miscellaneous withdrawals from member's account that are not included in the other transaction types.

Select the transaction type you would like to create, and submit the form. The first section on the next page is titled "Transaction Information", and asks for different information depending on the transaction type being created. Below gives full details on this section for each transaction type.


Commission - Sign Up

This section asks for different information on when the commission should be added, and looks like:

Complete the section shown above with the following information:

Field	Description
Program Structure	The program structure commission is being added for. When a member is added into this program structure, the commission will be processed.
Member Status	The status the member must be, in order for the commission to be processed (ie. the new member who just joined).
Member Type	The type the member must be, in order for the commission to be processed (ie. the new member who just joined).
Add transaction when member joins?	Whether or not to process the commission immediately after a new member joins. If yes, the commission will be processed regardless if the new member has paid their membership fee or not. If you're charging membership fees, you should generally set this to no. Then setup a trigger that processes the commission when the membership fee is approved, as described above.

Using the above image as an example, the commission will be processed when a Gold member is added to the "Main Program" program structure, regardless of the Gold member's status. However, the commission will not be processed immediately after a new member joins, but instead, will be processed through a trigger.


Commission - Interval

This section asks for different information on when the commission transaction should be processed, and looks like:

Complete the section shown above with the following information:

Field	Description
Program Structure	The program structure commission is being added for. When a member is added into this program structure, the commission will be processed.
Member Status	The status the member must be, in order for the commission to be processed (ie. the new member who just joined).
Member Type	The type the member must be, in order for the commission to be processed (ie. the new member who just joined).
Add transaction when member joins?	Whether or not to process the commission immediately after a new member joins. If yes, the commission will be processed regardless if the new member has paid their membership fee or not.
Interval	How often to add the commission to a member.

Using the above image as an example, a new interval commission will be scheduled every time a Gold member is added to the "Main Program" program structure. The commission will be automatically added every month.


Deposit - Miscellaneous

Since this transaction type is never automatically processed by the software, no condition information is required. Instead, this section only contains one field allowing you to specify a recurring interval if needed. Leave this field blank if this is not a recurring transaction.


Withdraw - Membership Fee

This section asks for different information on the member type to charge a membership fee, and looks like:

Complete the section shown above with the following information:

Field	Description
Member Type	The member type that is being charged the membership fee. When someone of this member type joins, they will be automatically charged this membership fee.
Amount	The amount of the membership fee. If this is a recurring fee (eg. monthly), enter the recurring amount. Do not include any setup fee in this amount.
Force Payment	If yes, the member will always be physically charged the full payment of the membership fee. Otherwise, the membership fee will be withdrawn from the member's current account balance.
Interval	Only required for a recurring membership fee, and allows you to specify how often to charge members.
Setup Amount	Only required for a recurring membership fee, and allows you to specify a setup amount. This amount will be added to the actual transaction amount for the first period only.

Using the above image as an example, every time a new Gold member joins they will be charged $29.95 ($19.95 + $10 setup fee), and will be charged $19.95 every month thereafter. The fee will be withdrawn from their existing balance.


Withdraw - Upgrade Fee

This section asks for different information on what member type to upgrade, and looks like:

Complete the section shown above with the following information:

Field	Description
Upgrade From	The member type that is being upgraded. In other words, a member from this member type will pay the upgrade fee, and have their account upgraded.
Upgrade To	The member type that the member will be upgraded to, after paying the upgrade fee.
Cancel Transaction	This is only required if the Upgrade From member type is being charged a recurring membership fee. Select the recurring membership fee the member is being charged, and when a member upgrades, their old recurring membership fee will be automatically cancelled.
Add Transaction	The recurring membership fee for the Upgrade To member type. When a member upgrades, this recurring membership fee will be automatically added to the member's account.
Amount	The one-time fee the member must pay, in order to upgrade. This is the only fee members will pay when upgrading. Then the recurring membership fee selected will also be added to their account for all future payments.
Force Payment	If yes, the member will be physically charged the full amount of the upgrade fee. Otherwise, the fee will be withdrawn from the member's current balance, and will only be physically charged the needed amount.

Using the above image as an example, Free members can upgrade to a Gold member for a fee of $19.95, which is withdrawn from their current account balance. Once they've upgraded, the recurring membership fee ID# 109 will be added to their account.


Withdraw - Product / Service Fee

This section asks for different information on the product or service you will be selling to members, and looks like:

Complete the section shown above with the following information:

Field	Description
Member Type	Not required, but allows you to specify what member type can process this transaction. Only the selected member type will be allowed to process the transaction, if one is selected.
Add transaction immediately?	Allows you to specify whether to charge the member immediately when the transaction is processed, or wait until the first recurring payment date. If yes, the transaction will be immediately withdrawn from the member's account. Otherwise, no funds will be withdrawn from the member's account until the first recurring payment date.
Amount	The amount to withdraw from the member's account. If this is a recurring transaction, enter the recurring amount here. Do not include any setup fee.
Force Payment?	If yes, the member will be physically charged the full amount of the transaction. Otherwise, the fee will be withdrawn from the member's current balance, and will only be physically charged the needed amount.
Interval	Only required if this is a recurring transaction, and allows you to specify how often to withdraw funds from the member's account.
Setup Amount	Only required if this is a recurring transaction, and allows you to specify a setup amount for the transaction, that will be included with the first charge only.

Using the above image as an example, only Gold members can process the transaction. Members will be charged a one-time fee of $14.95, and $9.95 for every month thereafter. The funds will be withdrawn from the member's current account balance.


Withdraw - Commission Pay Out Fee

This section asks for different information on when to charge member's a commission processing fee, and looks like:

Complete the section shown above with the following information:

Field	Description
Member Type	Not required, but allows you to specify what member type will be charged this fee.
Payment Method	Not required, but allows you to specify what payment method will be charged this fee.
Amount	The amount to charge members when commissions are paid out.

Using the above image as an example, every time commission is paid out to a member through the "US$ Check" payment method, the member will be charged a fee of $1.50.


Withdraw - Miscellaneous

Since this transaction type is never processed automatically by the software, there are only a few fields in this section, which are explained in the table below:

Field	Description
Add transaction immediately?	Allows you to specify whether to charge the member immediately when the transaction is processed, or wait until the first recurring payment date. If yes, the transaction will be immediately withdrawn from the member's account. Otherwise, no funds will be withdrawn from the member's account until the first recurring payment date.
Force Payment?	If yes, the member will be physically charged the full amount of the transaction. Otherwise, the fee will be withdrawn from the member's current balance, and will only be physically charged the needed amount.
Interval	Only required for recurring transactions, and lets you specify how often to charge the member. Leave this field blank if the transaction is a one-time charge.

5.2.2 Recipient

Depending on the transaction type you're creating, there may be a section asking for the recipient of the transaction. This allows you to specify exactly who the transaction will be processed against, and looks like:

When a transaction is processed against a member, the software will add the transaction to the recipient(s), relative to the member. Using the above image as an example, when the transaction is processed, the software will add the transactions to the member's upline of the "Main Program" program structure.


5.2.3 Transaction Description

The next section on this page allows you to specify a transaction name and description, and looks like:

In these fields you can enter any name and description you would like. The transaction name is displayed when viewing a list of all transactions on a member's account (similar to a bank statement). The description is displayed when viewing full details on a transaction. The values of these fields do not make any functional difference, and can be anything you wish.

Now that the first page is completed, submit the form. Depending on the transaction type, the transaction will now be created, or you will be prompted with another page to enter the values of the transaction.


5.2.4 Transaction Values

Depending on the transaction type, you may now be looking at a page asking for transaction values, that looks like:

The table contains one column for each member type in your database, and one row for each level of recipient the transaction is being paid on. If you selected anything other than Upline as the recipient, this table will only contain one row, as only one member will receive commission.

Enter the exact dollar amounts you would like added to the recipient when the transaction is processed. When processing the transaction, the software will go through each recipient, check their member type, and add the appropriate amount to the recipient's account. Once you've entered the transaction values, submit the form to create the new transaction.