Answers about "Finances"

The Deferred Revenue report shows the following details for each billing period: Payments from payment plans or scheduled billings incoming in the future Details on when the payment will be made Amoun...

When registrants make credit card payments for your sessions, ACTIVE sends payments to you. Payments are sent twice a month by default at the end of each pay period. The first payment each month is fo...

Credit cards for automatic billing can be managed internally by the organization as well as by the customer in their online account. A new card may need to be entered if a customer's card on file has ...

Refunding to the Credit Balances can be done by transferring, cancelling, or adding a discount to the order. Bring up family account Click appropriate Order number In Actions drop-down list, select on...

To edit credit balance expiry date, agency users can follow the steps below: Running a Credit Balance report Filter desired Season  Select checkbox next to desired parent name, click Edit expiration d...

Please download the attached document for details on the Credit Balance Report.

The ACTIVE account statement shows the following details for each billing period: Credit card payments and refunds. Does not include check and cash transactions Credit card payment processing fees Reg...

When a payment fails and the customer is on a payment plan, auto-billing is automatically suspended and ACTIVE will send out automatic email to customer to notify this failed payment. To view a sample...

Run, export, or print the following reports: Registration form report : A printable report (PDF format) of registration forms for each participant (does not include cancellations), containing the part...

To export a Session Option Purchase Report follow steps below. Global Session Options have to be set up before exporting a report. From Home page click Add-ons tab Select Session Option tab Under Acti...