MMP iHelp – Accounts

Mark Me Paid is a software program for managing individual and group payments.  Create your accounts, add your groups and you  are ready to:

• keep accurate accounting of financial records
• generate receipts and statements for individual
• see group totals on each account or every account
• email the group and attach individual statements
• mail-merge payments and balances into emails and text messages

Check out our iHelp files and find out how easy it is to stay organized with all you members’ financial accounting.

• There is no limit to the number of accounts
• Members can be in multiple accounts
• Members can be emailed or text messaged as individuals or a group
• Quick Reports for #10 envelopes, post cards, and letters for all members of the selected group
• Additional reports using member data are available in the Reports module

 

Account Transactions List

1. Current Active Account
2. Selected Member (Ashton Ardoin) double click to open member Account Card
3. Selected Member’s Data for current account and All accounts
4. Transaction Register (Note that only Tagged records appear in reports)
5. Document Entry form (Application, Medical Release, etc.)
6. Data Entry to enter all payments made today
7. Group and Individual statements
8. Group personalized email (attach PDF statements, mail merge payments and balances, include email to parents)
9. Group Texting (mail merge payments and balances)

 

Member Account Card

1. Selected Member
2. Current Account
3. Add a personal note to Member Statements
4. Individual Reports
5. Payment, Charge, or Deposit Entry
6. Mode of Payment
7. Item Identification
8. PDF Statement ready
9. Go to this Member’s Card
10. Locate next Member
11. Open Calculator
12. Email this Member
13. Text this Member
14. Online iHelp
15. PDF Statement Path
16. Member Account Totals
17. Member Transaction Register

Add Member to This Account

• Select account
• Click Add Member
• Select Member from list

Add Group to This Account

• Select account
• Click Add Member
• Select Member from list

Email to Account Members

1. Opens the Email form with this Account in the “To: box”
2. Merges First Name, Roommate, Personal Note, Payments, Balance and up to 5 Documents
3. Email must have a subject
4. Enter email message in rich text format
5. Change colors, fonts, size, etc.
6. Upload pictures
7. Use saved Email Templates
8. Save current Email
9. Go to email Setup page
10. Attach all PDF Statements for Account Members
11. Attach additional docs

Account Reports

• Account Statement Alphabetized for all members in this  account
• Account Statement Alphabetized for all members in this  account balance due
• Account Statement Alphabetized for all members in all accounts
• Account Statement Alphabetized for all members in all accounts balance due
• Account Statement Score order for all members in this  account
• Account Statement Score order for all members in this  account balance due
• Account Statement Score order for all members in all accounts
• Account Statement Score order for all members in all accounts balance due
• Account Summary
• Account Summary balance due
• All Accounts Summary
• All Accounts Summary balance due