Registrations

Configuration

• 0. Introduction
• 1. Registrant types and fees
• 2. Payment methods
• 3. Order form & receipt details
• 4. Automated messages for orders
• 5.- Invitation / visa facilitation letter

See all 7 articles

Advanced Course Application Approaches

• Application Approaches
• Approach A – Pay Later
• Approach B – Pay Upfront

About Registrants

• An Introduction to the Registrants Dashboard
• How do I use the search bar to find a registrant?
• Adding Registrants
• Deleting Registrants
• Duplicate Registrants
• Why is the registration type sometimes missing from incomplete registrant profiles?

Managing Orders

• An Introduction to the Orders Dashboard
• Creating Orders
• About Editing Orders
• Adding, Deleting and Editing Order Items
• Confirming Orders

Payments

• Bank Transfers
• Credit / Debit Cards
• Waivers
• Partial Payments

Invoicing

• Invoicing Options
• Creating an invoice/payment receipt
• Updating invoice details / billing information
• How do I issue a credit note / receipt in minus?

Refunds, Cancellations, Deletions

• Deleting vs. Cancelling Orders
• Deleting Orders
• Cancelling Orders
• Refunding Orders

Others

• Files to download on registrant web accounts
• Research Interest List
• Supporting Documents for Applications
• Pay Later Model Application Review

Services

• Adding Services / Tickets