Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

Warning

IMPORTANT: if you credit an invoice with more than two members, all members will be credited. The action of crediting the invoice will not be applied only to the member in which you make the action.

IMPORTANT: please note that the action of crediting an invoice is irreversible and that any amount to be paid by the member will be cancelled.

How to credit an invoice

If you have an invoice with an amount due and wish to cancel the balance, you can create a credit for that invoice.

...

  • The member's invoice balance will be $0.00, and the invoice credit will appear in the member's transactions.

...

...

Cancel a credited invoice

If you have mistakenly credited an invoice by mistake, here is the procedure to cancel the action.

...

it is unfortunately impossible to reverse this action.

Here are two different procedures to follow in such cases. Choose the method that suits you best.

Method 1

  1. Cancel the subscription linked to the credited invoice. Go to the Registration tab, select the registration line to open the side panel

...

Click on the three small blue dots on the Member Credit in the Received Payment box.

...

Select Delete

...

  • A pop-up window will ask you to confirm your action. Click on Confirm.

...

  • The credit will then be canceled, and the amount due will be displayed again.

...

  1. , click on the Action button, and then on Cancel a Registration.

See the documentation Cancel a registration.

  1. Reregister the member manually. When you choose the registration package, you can override the registration fee and enter the balance to be paid by the member.

See the documentation Manual registration.

  1. If you select the credit card payment method, an invoice will be generated in the parent's Spordle My Account. Notify the parent to go to his or her account and proceed with the payment.

Method 2

  1. It is possible to create other items from the balance due. Create the fees from Catalogue - Other Items.

See the documentation Catalog - Other Items.

  1. Then, in the member Registration tab, click +Add and select No registration. The next window will display the Other Items, so select the one you've created.

See the documentation Registration - Add Other Items.

  1. If you select the credit card payment method, an invoice will be generated in the parent's Spordle My Account. Notify the parent to go to his or her account and proceed with the payment.