Club Invoices

  • The status of your clubs invoice is updated to the web site by the Admin office once notification of payment is received. You can check the status via Member/Club Query
  • The status of your clubs invoice is recorded as:
    • Invoiced - Not Paid (means that your club has been sent the Invoice via post and email)
    • Payment Received (means that Admin has received notification or a cheque to pay the Invoice)
  • Payment is not automatically recorded, it is an entry into our database and then uploaded to the OLC system.
  • You cannot process a Transaction until your club Invoice in our OLC system shows as: Payment Received.

The Worksheet -> Transactions Pending (AKA Certificate Transactions)

  • You can create a worksheet and enter all the necessary data. Verify it and then promote it to a Certificate Transaction.
  • Certificate Transactions will show you the Handicap (s). You can still edit sails etc to see affects on the Handicaps.
  • If you DO NOT save the Transaction, the Admin office never receives the request.
  • SAVED Certificate Transactions are your "Clubs" requests that are sitting waiting on the Admin office to process them into a Valid Certificate. 
  • If a transaction is still there, Admin HAS NOT processed it. Do not try to re-issue it.
  • If a transaction is still there, you can Edit, view or Delete a Certificate Transaction for your club.
  • If you made a mistake, you can correct most items in the Transaction.
  • If it looks like you cannot fix the mistake via the Transaction, you may need to delete it and use the original Worksheet to start again.

Some Examples:

Oops, I made a mistake!

Charlie created a Worksheet, Verified it and Promoted it to a Transaction.

After consultation, Charlie realized that the "Class" chosen was NOT correct.

Solution:

  1. If the Transaction is still there, delete it.

 

2. Then open the Original Worksheet and edit the Class to the correct class. Re-Verify and Promote to a Certificate Transaction.

Otherwise, If the Transaction has been processed (it no longer appears in your Transaction Pending list)

  - Contact the Administration office ASAP

Sail sizes or other changes to a Handicap

Charlie has an owner who wants to see the effect of a change in sail to his/her handicap.

If the owner already has a certificate, you can "Edit" the certificate via "My Certificates" and change anything that is editable (you cannot change the Class or Boat).

Select Edit Certificate:...

This will open up the Certificate Transaction Screen and allow you to make changes.

Use the "Boat/Sails Update" tab to enter new values and as you make changes you can view the effect via the "Revised Handicap" tab.

You DO NOT have to SAVE!!!!

You can exit the Transaction Screen and nothing will be sent to the Admin office.

The above process can also work from a Worksheet.

You have an owner who is looking to purchase a new boat and is wondering what the Handicap would be.

You can create a "New" Worksheet, choose "New" and enter all the required data.

Verify it and Promote it to a Certificate Transaction and then proceed as above.

You DO NOT have to SAVE!!!!

You can exit the Transaction Screen and nothing will be sent to the Admin office.

TIP: Create a "Dummy Worksheet", this will allow you to have it ready for any inquiries.