Processing functions to help you manage the financial records.
By default, when an assignment is added to a client's record, an invoice is created and linked to the client. However, if the invoice is to be paid by a company, either in full or in part, some modifi...
Credit cards are declined or approved based on reasons determined by your payment gateway vendor. XenDirect does not contain the programming or information to make that determination. XenDirect is u...
Master list of Discounts used during registration to reduce the amount due for a course section. Navigation Release 3: Main Menu »» Financial »» Discounts Release 2: Main Menu »» Selects A-D ...
For instructions on how to process a refund, click the link below. Refunding a Payment to a Course Registration Refunding an Amount OnAccount If a client has a balance OnAccount that is now to be refu...
Applies To: Enterprise Plus Basic As of 8/31/15, the electronic processing of credit cards changed. This support article reflects those changes. Overview Credit cards can be electronically ...
It is not uncommon that courses generate additional revenue above general tuition fees that are often not paid by the client. However, these additional revenues may not always be reflected in or desi...
Deleted payment transactions cannot be recovered once deleted. The Transactions Log report usually provides enough information to manually re-enter the deleted payment records. To view the Transactio...
Applies To: Enterprise Plus Basic Conference To Add a Refund Payment to a Single Registration Once a registration has been saved, follow these steps to add a refund transaction to a singl...
Applies To: Enterprise Plus Basic There is one primary reason why a Revenue Item from a Fee does not match the Revenue Item in a Payment transaction. Course Sections and other services can...
Applies To: Enterprise Plus Basic Overview Many times an organization desires to set up a corporate or contract Client and add bulk or quantity registrations without registrant names attache...