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When a client contacts you over the phone or in person and wants to pay using a credit card. When the Activity Process Type - Simple Booking the card is cha...

If a third-party intermediary is paying the client’s activity costs, here’s how to set them up as a biller From the Frontdesk, go to Clients and selec...

First create a Biller for the client, select Here Create a Biller for the client  Go to Main Menu, select Clients then Client List type in ...

Complete the first invoice booking  Go to Main Menu, select Clients then Client List type in the Clients name in the Search Bar Select the Actions ...

To issue a refund to a client the funds must be available for you to issue. When this tag is displayed these funds are available and can be transferred  ...

This guide explains how to apply a client's available credit toward a new activity booking. Depending on the balance, you can use credit to pay for an a...

Expression of interest (EOI) as a booking type reduces the amount of information a participant has to complete when booking online. Use EOI if you don't...

Go to Main Menu then select Payments and click on Invoicing stay on the Current tab In the Search bar enter the Client’s Name  Click on the View but...

Go to Main Menu then select Payments then Invoicing click on the Paid tab In the Search field enter the client’s name, when the invoice item is disp...

Go to Main Menu then select Payments then Invoice  select Draft or Issued tab depending on the invoice status.  In the Search field enter the cli...