Volo Cash reads a Membership Toolkit LumaPay payout’s report and fills in one deposit for it, split across your budget categories with the fees taken out.
Downloading the report
- In Membership Toolkit, open Sales & Forms, then Reports
- Open LumaPay Payout Summary Report
- Click View detail on the payout
- Click Download as Excel above each table that has rows
Other Transactions is always needed.
Uploading it
From the register, click New → Income record, then Membership Toolkit. Drop the Excel files onto the page, or click choose files.
Each file shows which table it is. Click × to remove one, then click Read report.
Choosing categories
Pick a budget category for each Membership Toolkit category. Installment payments and refunds get rows of their own.
Under Fees, send all the fees to one category, or each category’s fees to its own.
Your choices are remembered for the next payout.
Creating the deposit
Click Continue to open the filled-in deposit, then Create Deposit. Change mapping goes back to the categories.
Tips
- Each payout can only be recorded once. Uploading it again opens its deposit.
- Already entered by hand? The page links to a deposit of the same amount near the payout’s date.
- From the bank feed: open the payout’s bank row and click Record from an income report.
- The files aren’t kept.