Number of Payments
The number to the left of the Payments button on the Registration screen indicates the number of payment records for the specific registration.
- If the number is 0, there are no payments for the registration. When you click the Payments button you are automatically placed in ADD mode. You can go ahead and enter the payment details and save the payment.
- If the number is 1 or greater, there are payments for the registration (e.g. a billing record, a voided payment due to an error). When you click the Payments button you are placed in EDIT mode. So, if you make changes, you will be changing an existing payment record. You MUST click the Add button on the Payment screen to add a new payment.
View Payment History
View an individual's payment history from the Names screen or the Registration screen with the Alt+F9 shortcut key.
Print Payment History
Print a payment history report from one of the individual's registration records. Just click the Print Receipts button and print the additional report called Payment History. Note: if you don't have a copy of this report in your system, contact your ACEware technician for a copy.
Transfer a Single Payment
You can transfer a payment to another registration (e.g. transfer a payment that was accidentally made to the wrong registration) or to an Escrow account with the Transfer Payments button on the Payments screen.
Running Invoices for One Course or One Payer (Company Invoicing Users)
Run new invoices for one course or one payer. To do so, select the appropriate option on the Invoice Report Options screen. Note: leave the Print New Invoices box checked.
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