View Invoices (Detailed/Summary)

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• Invoice Details Report

  Purpose: Invoice Summary for an individual user.    Modules: Class Registration, Child Care  This report provides invoice order details for an individual user account including Order #, Class & Session name, Participant name, Description, Fees, ...

• Manage Invoices

  To manage invoices, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “Manage Credit/Charge”. Click on the “Invoices” tab to see a list of invoices for this user.   To view ...

• View Orders with outstanding balance

  To view orders with outstanding balances, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, select “View User Option” and then click “View Order”. A summary view of all invoices will ...

• View/Modify Schedule

  To view/modify a schedule, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “View User Option”; then, click “View My Schedules”. All orders for the user are sorted by ...

• View Cancelled Orders

  To view cancelled orders, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, select “View User Option” and then click “View Order”. Click on the “Cancelled Orders” tab.  A summary ...