Add Assignments and Payments

XenDirect allows you to add as many assignments (registrations) to a client as necessary. Once an assignment record is corrected, you can immediately record the payment without leaving the Assignment section. 

 

---

Assignments and Payments for Existing Clients

 

Existing Clients - New Assignment

• From the Main Menu, Go to Clients > Client Info

• Enter the search criteria to locate the client.

• Once the client appears in the results list, you can:

  • use the quick select list in the row to go to Assignments

  • view the client's record and click AddAssignment button

  • view the client's record, click the Registration tab, click New Assignment

• Enter the course code of the client's new assignment or use the Show List button and select the course code.

• Click the Info tab and review and change information as appropriate.

• Click the Other tab and review and change information as appropriate.

• Click OK to save and close.

Existing Clients - New Payment

• After saving and closing the assignment record, click the "$" in the same row as the new assignment record.

• The course code will automatically be entered for you.

• Click the Transaction Tab and complete the necessary information.

• Click the Payer/Billing Tab if necessary and complete the information.

• Click OK to save and close.

 

---

Assignments and Payments for New Clients

 

New Clients - New Assignment

• From the Main Menu, Go to Clients > Client Info

• Click the New button and enter all the necessary client information on the Info, Address/Phone, Demographics, Income Status, Intake/Exit, and Other tabs as necessary for your organization. Click OK to save and close.

• The Client View screen appears and now you can:

  • click AddAssignment button

  • click the Registration tab, click New Assignment

• Enter the course code of the client's new assignment or use the Show List button and select the course code.

• Click the Info tab and review and change information as appropriate.

• Click the Other tab and review and change information as appropriate.

• Click OK to save and close.

New Clients - New Payment

• After saving and closing the assignment record, click the "$" in the same row as the new assignment record.

• The course code will automatically be entered for you.

• Click the Transaction Tab and complete the necessary information.

• Click the Payer/Billing Tab if necessary and complete the information.

• Click OK to save and close.

 

---

Enabling a Previously Dropped Assignment

 

If a client re-enrolls into an assignment that was previously dropped, the client cannot be enrolled into the same course section a second time.  Instead, the original Assignment must be modified to allow for re-enrollment.

• From the Main Menu, Go to Clients > Client Info

• Enter the search criteria to locate the client.

• View the client record, click the Registration tab and lcoate the existing Assignment.

•  

  Edit the Assignment and modify the Enrollment Status to an active status.
• If the Zero Balance Due was previously checked and a balance is now due, uncheck the Zero Balance Due field.
• Add any other pertinent information as desired.

• Click OK to save and close.

• Add payments and other data as necessary.

 

---