The purpose of the BGMAX file is to link one or more payments made at the bank with invoices generated in memlist’s invoicing system. The BGMAX file can be transferred to memlist in two ways, either by automatic transfer between the user’s bank and the memlist service bureau, or by manual upload of the BGMAX file. In this guide we go through the manual upload of BGMAX file.
The user needs to have an agreement with their bank on the setup of the BGMAX file download as well as the rules regarding the use of OCR numbers generated by memlist on the user’s invoices. If this has been fulfilled, you will be able to use the following service in memlist.
Overview
1. the system needs to have a number of unpaid invoices that the BGMAX file then changes to paid, if the OCR number and the amount are correct.
Location of BGMAX recharge
2. to upload a BGMAX file, we go to the menu on the right side and open the section called Invoices, and click on the BGMAX tab.
Upload BGMAX file
3. Click the button called “+ New file” on the right side of the screen.
Select the BGMAX file you wish to upload from your computer.
Synchronization of payments
4. You can now see the uploaded file under the file list of the BGMAX file. If the payments contained in the BGMAX file match the invoices generated in memlist, they will be matched and the payment status will be changed to e.g. “Payment status”. paid, partially paid or overpaid.
Confirm the payment on members
6. You can double check in two places to see if the payment is complete, either under the Invoices section and the Invoices tab, or under Membership Renewal and the Renewals tab and if you are editing the member for whom the payment should have been made.
