Certus Trust Donation - Individual

In black taskbar at top of screen click on “Back Office” and then “Members/People”

In one of the search boxes (e.g. Surname) type in the details for the person whose insurances need to change, then push Enter.

When you locate the correct person, click on the link “View member’s profile”.

This will take you to that person’s Profile homepage.

From menu on left-hand side, click on “Manage Membership”.

From next menu on left-hand side, click on “Certus Trust Donation”.

Fill in “Amount” field with how much the person is paying per semi-month excl. GST.

Then fill in as many of the other fields as you can (Start Date, End Date, Last Settlement Date).

Click on “Save” button at bottom left of screen.