November 5, 2021
- Donna Harrington
MEMBERS – Refund a Credit
MEMBER – Refund by Other Method
MEMBERS – Convert to Manual
MEMBERS – Invoice
MEMBERS – Credit an Invoice
SETTINGS – Team Restrictions
MEMBERS – Refund a Credit
We now have a feature to allows you to refund a remaining credit. Click on the credit so the side panel opens, from the Action button - select refund. The system will ask you for the method you want to use for the refund. The balance of the credit will be 0 and the credit marked as refunded.
MEMBER – Refund by Other Method
The option to refund a transaction that was initially paid by credit card by another payment method is now available. The process stays the same, you select the invoice, select Action and refund. The window will now have the other method in the drop down.
MEMBERS – Convert to Manual
We now have a feature that allows you to convert a transaction that was set up as a credit card payment changed to a manual payment. From the Action button – select Convert to manual.
MEMBERS – Invoice
There is now an option that will allow you to attach an invoice to an account. It could be attached to any existing account, or you can create a new one from an email address. This will allow you to send the invoice to a parent or a member so they can go in their profile and consult and manage the invoice. This can also be used to change the account that is linked to an invoice. From the invoice view, click on the Edit button. The system will ask you if you want to assign an identity or the address of the invoice. The identity button will allow you to assign an account.
Note: This will work for registration or clinic invoices.
MEMBERS – Credit an Invoice
You can now credit the outstanding balance of an open invoice. On any invoice that have an amount due, you can now cancel this balance by creating a credit for that invoice.
Open the side panel and click on the Action button – select Credit Invoice.
SETTINGS – Team Restrictions
The qualification section of the team restrictions, now allows to set mandatory and optional requirements. You can now, for the same position, set a group of qualifications that are all mandatory and a group that one of the qualifications is optional.
Example: Respect in sport - Parent and Respect in sport - Activity leaders, are both mandatory and that one of the coach qualification is optional.
IMPROVEMENTS
TEAMS – When adding a player to a team, you can sort now by last name and first name, and the date of birth is displayed with the age of the player.
TEAMS - In the team list module, you can now select the number of teams you can see per page (max 200). This will allow you to print and approve rosters in batch.
TEAMS – When searching through team lists, it is will now list up to 2000. A warning message will appear when the system does not return the full list.
TEAMS - The PDF roster was only showing the qualification name – qualification level will now be displayed. Expired qualifications will no longer show on the roster.
REPORTS - The clinic attendee report now show the registration date to the clinic.