Migration Agent Default
Articles
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Reversing an invoice
If you need to reverse or write off an invoice you can do so in the Customer Account window. Note that you can not reverse a paid invoice. To access the Customer Account window, find the customer...
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Editing a Waiver Form Title
You can change your digital waiver form title at any time through the Waiver Management window. In the Data Entry main window click Manage and select Waiver Management / Stations to open the Waiv...
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Changing the quantity of an item in Point of Sale
If your customer is purchasing multiple quantities of the same product you can easily change the quantity of the item in the transaction. To get started, click POS to launch the Point of Sale sys...
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Reviewing a customer’s invoice history report
If you want to review a customer’s invoice history you can easily do so in the Customer Account window. To access the Customer Account window, find the customer in either the Data Entry or POS win...
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Setting a monthly EFT bill date
You are able to set a single billing day to manually process your EFT memberships. Make this a number that takes place each month (1-28). In the Data Entry main window click Manage and select Sett...
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Adding a new customer in Point of Sale
If you have a new customer you can add them to your database through the Point of Sale system as part of the transaction. To get started, click POS to launch the Point of Sale system. Click th...
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Changing an invoice date
If you need to change the date on an invoice that has already been issued you can easily do so in the Customer Account window. To access the Customer Account window, find the customer in either t...
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Setting up EFT contract options
If your facility offers EFT memberships you can choose to have the system show EFT contract end dates, require an end date, and have the system extend unfrozen accounts by the number of days it was...
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Creating a Document Classification Barcode
If you have a commonly used document that you scan frequently, like a waiver, you can create a document classification barcode that allows the system to identify the document type when scanning, sa...
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Reviewing a customer’s payments or invoices in Point of Sale
If a customer has a question or an issue with a payment or invoice, you can look up their information in the Point of Sale system as part of their transaction. To get started, click POS to launc...
