Social Planet

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  ...

There are two options when using credit to pay for a client’s activity depending on whether the activity is paid in full or as a part-payment using credit.&...

There are two options when using credit to pay for a client’s activity depending on whether the activity is paid in full or as a part-payment using credit.&...

Turn a participant’s Expression of Interest booking into a Paid ticket. This would occur if the person met your eligibility criteria or you now have enough ...

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...