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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...