Ivrnet Client Services
  Wednesday, October 16, 2019  
 
 
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Questions regarding Invoices, Point of Sale (POS) and Registrations

 

  1. The invoice does not have the correct information on it, how can I adjust it?

  2.  How do I manually register players that can't register online themselves?

  3. How do i cancel a registration?

 

 

 


The invoice does not have the correct information on it, how can I adjust it?

In order to have the correct information on an invoice, we recommend that you go into the Register->POS (Point of Sale) process, find your invoice and then VOID it.

 

Once the invoice is VOID, create a NEW invoice with the correct information.

As once an invoice is created, is it a PDF and can not be modified.

 

Below is the step by step process on how to VOID and create a NEW invoice.

 

 


 How do I manually register players that can't register online themselves?

 

To create an invoice, go to Register - Point of Sale

 Search for the athlete's name and click "select" beside their name

 Then ADD PARENT if the parent does not appear in the list.

 Or click Select to select the parent you wish to attach to the invoice.

 It will bring you to this screen and click ADD NEW beside Registration Invoice.

 

 

This will assign an invoice number and then click Add Player Reg. as shown below

 

 

 Choose the player's name and complete the balance of the information as shown on your screen (this screen is different for each club, based on the number of club based questions that are asked).  Click SAVE when done.

 

 

You have now registered the player and you can now add payment to the invoice.

If you have more than one family member to register, just follow the same process as shown above, to add other player registrations.

 

You also have the option to choose to add the following to your invoice:

Add Volunteer Reg

Add Other Items (such as fundraising, etc)

Add Adjustment (if you offer a family discount, etc)

 

 

Enter in the payment information and make sure that the "register all" button is SELECTED.

Click Save

 

 

You have just completed the registration and payment.  From this screen, you can click View Invoice

 

You can view the invoice and click Email Invoice to send it to yourself, as the club admin or to the parent for their records that the registration has been completed.

 

NOTE - the parent will NOT be able to view this or any invoice created in Point of Sale.


 How do I cancel a Registration?

If the registration was created with an invoice, please follow the instructions below on how to create a refund and cancel the registration.

 

Go to Register - Point of Sale

 

Search for family whose invoice needs adjusting. I.E. Last name (or partial of name)
Select the family in question, this will show you ALL their invoices. Now you need to select which invoice to adjust. 

 

Once you open the invoice in question, click on the Create Refund and this will bring you to the Credit Note area.

 


Open the Select Invoice Items to Credit and choose which product(s) to credit. Then click on the Credit Selected Items button.

 

NOTE - As you go through this process, there is an UNREGISTER field that is automatically checked off - which means when the refund is completed, the player will be unregistered to your club for the season, based on the items being credited during the refund.

At this point you can either leave it until ready to actually process the return to the customer OR go ahead and record how the funds were returned to the customer. <This is called Issue Payment>

If issuing a cheque or processing a credit card return it is a good idea to have either the cheque number or return authorization code. This information can then be added to the Note once you apply the payment process.

{Please note that making changes here to the invoice will not generate any returns. You still needs to go into your Merchant Account and actually process the returns/voids or payments, if you have this option available to you.}

We suggest emailing the customer the Invoice/Refund with the added notes about the return. (They then have a copy of this as well.)

 

 

 

 

 

 

 

 



Created by: undefined -- Last updated:May 03, 2019
 
 

 
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