Processing functions to help you manage the financial records.
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. To Add a Billing Payment to a...
Applies To: Enterprise Plus Basic Note: Where referenced in the following steps, Invoice refers to the Client Invoice for Invoice A or Invoice B Payment Methods. To Add a Cash, Check or ...
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 should enter discounts as lin...
For instructions on how to enter a payment transaction, click the link below. Registration/Payment Tab ...
Functions The following additional functions appear on the tab's function bar or in each row of the Results List. Adjust Invoice: Use this function to add a line item to an invoice to account for a r...
For instructions on how to enter a OnAccount Given/OnAccount Used on Invoice Method, click the link below. Registration/Invoices Tab For instructions on how to refund an amount OnAccount, click the...
Applies To: Enterprise Plus Basic There are two methods to enter a quantity registration and quantity invoicing: Registrations Without Client Names Registrations With Client Names How To Ena...
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 for a bad check or other pa...
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 i...
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 Course Section and select the WebReg t...