|
Refund Tips
Cancelling an Order does NOT cancel the payment. Use
Issue Refund instead, available from the Payments Menu in
the Order Manager. Then cancel the order for inventory
restocking and for Forms Report accuracy.
|
|
If it is necessary to refund
an order, you need to wait 24 hours before issuing a
refund. Your customer will have access to those funds
quicker. |
|
|
|
Dear Gary,
Whether you are an existing ePayTrak 4.0 user, or have
been considering an ePayTrak implementation for your
organization, we think you will find the enclosed
information useful AND exciting! We have
made improvements to ePayTrak during the past month, and
just wanted to give you a brief overview of some of the
more popular new additions.
|
 |
New ePayTrak Schools |
|
We would like to wish a warm welcome to our newest
ePayTrak members: North Carolina Arboretum, Palos
Verdes Summer Break and Pep programs, Carlsbad Education
Foundation and Franklin Public Schools.
|
|
|
Recent ePayTrak Upgrades & Improvements |
|
Reports Improvements
- We have
added the parent/customer home phone number to the Forms
Report. This addition will save both you and your
parents time by not having to include a phone number on
custom forms.
- We are
wrapping up development of a major upgrade for
ePayTrak. Schools will now have the ability to mass
generate fees by district, grade, campus, student and
more. You will be able to keep a running balance of
amount due, send out mail and e-mail statements, manage
accounts receivable, and much more. If you are
interested in this functionality for your school please
contact your account representative!
- We've
added more memory to our servers, which has
significantly improved system reponse time; reports are
now created much faster.
If you need specific reports that you don't see in
ePayTrak, or would like to see additions to existing
reports, please forward your request to
techsupport@edutrak.com and will do our best to
accommodate you! |
|
|
ePayTrak Tips |
- If one of your products/classes is a repeating
event, such as a 5k race, it is best to copy the product
from the previous date, which creates a new product.
Then make any necessary changes to the next event date,
such as a new SKU, etc. Reusing the same product and
changing it for each event is not recommended. The
history of the product will prevent you from getting
accurate inventory reports.
- When creating a new product/class, it is recommended
that you use the Hidden setting under Product
visibility. When you complete the product/class, then
make it visible to the public.
|
|
If you don't wish to receive future newsletters, just
let us know. If you know someone who didn't receive
this newsletter, you can join by clicking on the 'join
our mailing list' link in this newsletter, or by
contacting us.
Sincerely,
Gary Borthwick
APT-Edutrak
|
|
| |
|
