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Cancel Sponsors
* For the desired event, click the Sponsors tab. * Find the sponsor that needs to be cancelled and click the ellipsis in the Actions column. * Select "Cancel". You should see a green "Success!" window appear in the upper right. The Sponsorship is now cancelled. You can now perform any accounting actions (such as…
Working with Credit Memos
Credit memos may be issued to your contacts for a variety of reasons. For example: You’ve had to cancel an event and you’re not sure if you’re going to be able to reschedule, and your organization has chosen to not issue refunds. If your registrants have paid and you wish to give them a credit toward a future event o…
Issue a Credit for a Cancelled Event
Due to unforeseen circumstances, you’ve had to cancel an event. You’re not sure if you’re going to be able to reschedule, and your organization has chosen to not issue refunds. If your registrants have paid and you wish to give them a credit toward a future event or invoice, you can issue them a credit memo. You can …
Void a Payment
You may void a payment by selecting it on the contact's Billing tab. NOTE: The Void button will only be displayed if the payment date is outside of the Allow Deletion for (days) window established in your finance settings. If the payment date is within the window, a Delete button will be displayed. For a…
Working with Vouchers
In this instance, our customer wanted to enable their members to purchase a voucher-item from their Store, and then use that voucher to register for a pre-defined number of events (within a certain category) at a free or discounted rate. * Read the use case and implementation details here . * Watch a short demo…
CONTENTS - NAR Ecommerce
* NAR E-Commerce NAR E-Commerce Credit Card Processing Timing NAR E-Commerce Initial Setup Setting up Fee Items for NAR eCommerce and NRDS Splits NAR E-Commerce Initial Setup - Dues Split Update NAR E-Commerce Dues Split NAR E-Commerce Storing Credit Cards NAR E-Commerce Storing Credit Cards from …
Daily Billing Activities Webinar
GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to managing their billing. Agenda * Review contact transaction history * Create Individual Invoices * Accept Payments * Process Credits & Refunds * Manage Write-of…
