Financial Workflows and Tools

Processing functions to help you manage the financial records.

• Adding a Billing Payment

  Applies To:    Enterprise    Plus     Basic Note:  The following steps are used only for the Course Payment Method and not for the Invoice A or Invoice B payment methods. ------------------------- ...

• Adding a Cash, Check or Credit Card Payment

  Applies To:    Enterprise    Plus     Basic   Note:  Where referenced in the following steps, Invoice refers to the Client Invoice for Invoice A or Invoice B [/index.php?_m=knowledgebase&_a=viewarti...

• Adding a Discount Payment

  Applies To:    Enterprise    Plus     Basic ------------------------- TO ADD A DISCOUNT PAYMENT TO A SINGLE REGISTRATION THIS CONTENT IS RELEVANT FOR COURSE PAYMENT METHOD ONLY.   INVOICEB/C USERS S...

• Adding a payment transaction

  For instructions on how to enter a payment transaction, click the link below. Registration/Payment Tab [http://xenegrade.helpserve.com/Knowledgebase/Article/View/130/12/registrationpayment-tab]   ...

• Invoices - Functions

  Functions The following additional functions appear in each row of the Results List. * Adjust Invoice:  Use this function to add a line item to an invoice to account for a refund amount, unpaid amo...

• Adding Quantity Registrations

  Applies To:    Enterprise    Plus     Basic ------------------------- THERE ARE TWO METHODS TO ENTER A QUANTITY REGISTRATION AND QUANTITY INVOICING: * Registrations Without Client Names * Regi...

• Entering OnAccount Given / OnAccount Used

  For instructions on how to enter a OnAccount Given/OnAccount Used on Invoice Method, click the link below.  Registration/Invoices Tab [https://xenegrade.kayako.com/article/543-using-the-onaccount-ref...

• Adding a Transaction for Insufficient Funds

  Applies To:    XenEnterprise    XenPlus     XenBasic ------------------------- TO ADD A TRANSACTION FOR INSUFFICIENT FUNDS ONCE A REGISTRATION HAS BEEN SAVED, FOLLOW THESE STEPS TO ADD A TRANSACTION...

• Balance Due Incorrect

  After issuing a refund, a balance due amount still exists When a refund is issued for a client's registration, the balance due calculation process in XenDirect now results in an amount due until you ...

• Client unable to make payments on the WebReg module

  Review the list below.  If these solutions do not solve the issue, please submit a support ticket. ------------------------- Cart Button Not Displaying To enable the cart button: * Edit the Cour...