Training Video
Create Invoice for Credits
Create on Invoice Page
Steps:
Click "Invoices" in Top Menu Bar
Click "+ Invoice" Button
In Charge Card/Send Invoice Modal Window:
Select Customer from Select Customer Dropdown
Select Credit Type from Credit Type Dropdown
Enter Credit Quantity in Quantity Text Box
(Optional) Click Edit Button to Edit Total Price
Click "Send Invoice" Button
Create in Customer Profile
Steps:
Click "Customers" in Top Menu Bar
Find Customer in Customer Management Table
Click Customer Name to Open Customer Profile
Click Invoices Tab
Click "Send Invoice" Button
In Charge Card/Send Invoice Modal Window:
Select Credit Type from Credit Type Dropdown
Enter Credit Quantity in Quantity Text Box
(Optional) Click Edit Button to Edit Total Price
Click Send Invoice Button
Custom Price for Credit Invoices:
When Creating an Invoice for Credits, you have the option to Set a Custom Price, Grant a Scholarship, or Make the Credit Complimentary.
Steps:
In Charge Card/Send Invoice Modal Window:
(If Needed) Select Customer from Select Customer Dropdown
Select Credit Type from Credit Type Dropdown
Enter Credit Quantity in Quantity Text Box
(Optional) Click Edit Button to Edit Total Price
Enter Custom Total in Custom Total Text Box
Select Custom Price, Scholarship, or Complimentary from Dropdown
Enter Note in Reason for Change Text Box
Click "Confirm" Button
Click "Send Invoice" Button
Create Invoice for Custom Charge (No Credits)
Create on Invoice Page
Steps:
Click "Invoices" in Top Menu Bar
Click "+ Invoice" Button
In Charge Card/Send Invoice Modal Window:
Select Customer from Select Customer Dropdown
Set Attach New Credit(s) Toggle to Off
Enter Invoice Amount in Amount Currency Text Box
Select Location for Location Dropdown
Enter Payment Description in Payment Description Text Box
Click "Send Invoice" Button
Create in Customer Profile
Steps:
Click "Customers" in Top Menu Bar
Find Customer in Customer Management Table
Click Customer Name to Open Customer Profile
Click Invoices Tab
Click "Send Invoice" Button
In Charge Card/Send Invoice Modal Window:
Set Attach New Credit(s) Toggle to Off
Enter Invoice Amount in Amount Currency Text Box
Select Location for Location Dropdown
Enter Payment Description in Payment Description Text Box
Click "Send Invoice" Button
Create Invoice for Reservation
Steps:
Click "Customers" in Top Menu Bar
Find Customer in Customer Management Table
Click on Customer Name to open Customer Profile
Click the "Schedule & Pay" Button
Select Fun Box
Select Participant from Participant Dropdown
Select Location from Location Dropdown
Select Desired Session(s) or Program(s)
Click the "Submit" Button
(Optional) Click "Add Promo Code" to Add Promo Code
(Optional) Click Edit Button to Edit Total Price
Click Reconfirmed Dates with Customer Check Box
Click the "Pay and Schedule Dates" Button
Select "Send Invoice" for Payment Option
Click Informed Customer about Cancellation Policy Checkbox
Click "Send Invoice" Button
Custom Price for Reservation Invoices:
When Creating an Invoice for Reservations, you have the option to Set a Custom Price, Grant a Scholarship, or Make the Credit Complimentary.
On Schedule and Pay Page: Click Edit Button to Edit Total Price
Enter Custom Total in Custom Total Text Box
Select Custom Price, Scholarship, or Complimentary from Dropdown
Enter Note in Reason for Change Text Box
Click "Confirm" Button
Proceed According to the Directions