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membership_software [2012/11/11 02:42] plural [Record a payment for an invoice or cancel one] |
membership_software [2016/12/08 07:55] (current) dan_dude |
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+ | ====== This software is no longer used ====== | ||
+ | |||
====== Membership Software Howtos ====== | ====== Membership Software Howtos ====== | ||
The Membership software is available to the board members and accessible at [[https:// | The Membership software is available to the board members and accessible at [[https:// | ||
+ | |||
+ | ===== Send out Invoice Renewals ===== | ||
+ | |||
+ | By running this script, you will create new copies of all invoices for this month marked with auto-renew. | ||
+ | |||
+ | You need to have the following tools installed: | ||
+ | * Python 2.7: http:// | ||
+ | * httplib2: http:// | ||
+ | * Google App Engine SDK for Python: https:// | ||
+ | * Git: http:// | ||
+ | |||
+ | Grab the software with git clone https:// | ||
+ | |||
+ | From the mkemakerspace-tools directory, run the following command: | ||
+ | |||
+ | < | ||
+ | remote_api_shell.py --secure -s mkemakerspace.appspot.com | ||
+ | </ | ||
+ | |||
+ | you will be prompted for your google username and password. | ||
+ | |||
+ | Once the shell is up type the following commands: | ||
+ | |||
+ | < | ||
+ | from scripts.renew_invoices import RenewInvoices | ||
+ | |||
+ | RenewInvoices() | ||
+ | </ | ||
+ | |||
+ | This will launch the renewal script for next month, with the DRY_RUN mode set to true, which will show you what it will do, but not actually send any invoices out. | ||
+ | |||
+ | Sample output: | ||
+ | |||
+ | < | ||
+ | s~mkemakerspace> | ||
+ | WARNING: | ||
+ | Starting renewals at 2014-01-12 18: | ||
+ | s~mkemakerspace> | ||
+ | RenewInvoicesForMonth: | ||
+ | Fetching makers | ||
+ | Richard R: | ||
+ | Steven B: | ||
+ | ... | ||
+ | </ | ||
+ | |||
+ | The renewal script will append to a file called renewals.log file in the working directory. | ||
+ | |||
+ | When you are ready to really create the invoices and send out the notifications, | ||
+ | |||
+ | < | ||
+ | RenewInvoices(dry_run=False) | ||
+ | </ | ||
+ | |||
+ | ===== Send out Open Invoice Reminder Emails ===== | ||
+ | |||
+ | from the remote_api_shell, | ||
+ | |||
+ | The reminders script appends to reminders.log in the working directory. | ||
+ | |||
+ | < | ||
+ | s~mkemakerspace> | ||
+ | s~mkemakerspace> | ||
+ | s~mkemakerspace> | ||
+ | s~mkemakerspace> | ||
+ | Reminding folks with open invoices with due date of: 2014-02-07. DRY_RUN = True | ||
+ | Complete | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | s~mkemakerspace> | ||
+ | </ | ||
+ | |||
+ | By default that will just show you what it would do. To really send out the reminders, run the function like this: | ||
+ | |||
+ | < | ||
+ | s~mkemakerspace> | ||
+ | </ | ||
+ | |||
+ | ===== Cancelling Open Invoices ===== | ||
+ | |||
+ | If you want to cancel a bunch of unpaid (open) invoices, run this script. | ||
+ | |||
+ | from the remote_api_shell, | ||
+ | |||
+ | The cancellation script appends to invoice_cancellations.log in the working directory. | ||
+ | |||
+ | < | ||
+ | s~mkemakerspace> | ||
+ | s~mkemakerspace> | ||
+ | s~mkemakerspace> | ||
+ | WARNING: | ||
+ | Starting reminders at 2014-01-12 19: | ||
+ | s~mkemakerspace> | ||
+ | Cancelling open invoices with due date of: 2014-02-07. DRY_RUN: True | ||
+ | Fetching invoices | ||
+ | Complete | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | s~mkemakerspace></ | ||
+ | |||
+ | By default that will just show you what it would do. To really send out the reminders, run the function like this: | ||
+ | |||
+ | < | ||
+ | s~mkemakerspace> | ||
+ | </ | ||
===== Add a New Maker ===== | ===== Add a New Maker ===== | ||
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If the payment is via paypal or dwolla, please add the the provider fee value so we can keep track of how much we are paying to receive money. | If the payment is via paypal or dwolla, please add the the provider fee value so we can keep track of how much we are paying to receive money. | ||
- | Cash or check payments should be put in the " | + | Cash or check payments should be put in the " |
When the form is filled out, click the "Add Payment" | When the form is filled out, click the "Add Payment" |