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Financial Workflows and Tools

Processing functions to help you manage the financial records.

  • Invoices - Functions

    The Invoice List contains multiple functions under More Actions that allow users to modify, merge, split, and manage invoices efficiently. This guide outlines each function's purpose and how to use th...

  • Adding a payment transaction

    For instructions on how to enter a payment transaction, click the link below. Payments - Adding Payments  ...

  • Entering OnAccount Given / OnAccount Used

    For instructions on how to enter a OnAccount Given/OnAccount Used on Invoice Method, click the link below.  Using the OnAccount/Refund Function  For instructions on how to refund an amount OnAccount, ...

  • Client unable to make payments on the WebReg module

    If a client is unable to make payments using the WebReg module, review the following solutions. If these do not resolve the issue, submit a support ticket. Cart Button Not Displaying To enable the car...

  • Company Invoices

    When an assignment is added to a client’s record, an invoice is automatically created and linked to the client. However, if a company is responsible for payment—either partially or in full—adjustments...

  • Credit Card transactions are being declined

    Credit card transactions are approved or declined based on criteria determined by your payment gateway vendor. XenDirect does not process approvals or declines—it simply communicates transaction detai...

  • Discounts

    This guide provides a comprehensive breakdown of discounts used during registration to reduce course fees. It includes details on applicable discount types, rules for their application, and step-by-st...

  • Refunding an Amount OnAccount

    This guide explains how to process refunds for course registrations, including cases where a balance exists OnAccount and needs to be refunded. Refunding a Payment to a Course Registration For instruc...

  • Processing Credit Cards Electronically

    Overview Credit cards can be electronically processed through the XenDirect Admin Module and the WebReg Module. To enable electronic processing, an organization must: Have a merchant account (typicall...

  • Recording Additional Revenue

    Courses often generate additional revenue beyond general tuition fees, which may not be paid by the client. This extra revenue may not always be reflected in course fees or client invoices. The follow...