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Financial

Transactions:

Transactions:
  1. Select the year.
  2. Add financial notes.
  3. Click the "i" for details on the transaction type.
  4. Add new transactions or new discounts.
  5. Add new payments, credits, and refunds.
  6. Generate statements, and/or send statement

New Charges/New Discounts  

New Charges/New Discounts  
  1. Add date to new charge/discount.
  2. Select your registration option.
  3. Select your event.
  4. Select the charge/discount category.
  5. Add a description of the charge/discount (i.e. Category=Merchandise Description=T-shirt)
  6. Enter the dollar amount you want to use or select percentage and choose what percent you want.
  7. Submit.

New payment

New payment
  1. Set the date for the payment. (Automatically is defaults to the current date)
  2. Choose your registration option.
  3. Payment method.
  4. If choosing credit card or checking account select which one to use.
  5. Add the amount.
  6. Select the event, category, set the amount and add a description for the new payment.
  7. Set the amount for the invoice.
  8. Send a statement to the leader of the group.
  9. Submit the new payment.

New Credit

New Credit
  1. Set the date for the credit. (Automatically is defaults to the current date)
  2. Choose a registration option.
  3. Select an event.
  4. Select a category.
  5. Add a description of the credit.
  6. Enter an amount.
  7. Submit.

New Refund

New Refund
  1. Set the date for the refund. (Automatically is defaults to the current date)
  2. Choose a registration option.
  3. Select the method for which you will refund the guests money.
  4. Add the amount to be refunded.
  5. Select the event, select the category, set the amount that you typed above, and add a description.
  6. Submit.

Invoices

Invoices
  1. Select the year.
  2. Add an invoice.
  3. Double click to edit an existing invoice.
  4. Double click to generate an invoice.  
  5. Double click to send an invoice.
  6. Double click to delete.

Credit Cards

Credit Cards

Add new credit cards to guest profiles.

Checking Accounts

Checking Accounts

Add new checking account information to guest profiles.

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