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betterdocs_faq
Updated on May 4, 2022

At the arrangements list, you can see all the arrangements, or you can use the filters to see specific ones for example activities arrangements only (Figure 69).

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Figure 69

  • Select Arrangement Type(s) e.g. Services
  • Select Level(s) e.g. Elementary school
  • Select Grade(s) e.g. Year 4 (it filters from Level)
  • Select Program e.g. Basic (it filters from Grade)
  • Click on the ‘Search’ button
  • Use the buttons above the results area to print, export and select/deselect results. You can also use the ‘Manage Columns’ button to show/hide information you do not want (Figure 70).

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Figure 70

  • Use the column fields to filter results e.g. show arrangements whose payment method is Cash (Figure 71).

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Figure 71

  • Use the ‘Actions’ menu to create new arrangements and manage the existing ones (Figure 72).

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Figure 72

  • Select ‘Arrangements Mass Creation’ to create an arrangement for several selected students (Figure 73).

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Figure 73

  • Use the status, level, grade and program filters to search for the students you want to make an arrangement. Click on the ‘Search’ button
  • Select the ‘Students’ you want
  • Select arrangement ‘Type’ e.g. Service, ‘Service’ e.g. Basketball, ‘Plan’ e.g. without a plan, ‘Billing Plan’ e.g. identical with arrangement plan
  • Enable the ‘Title’ option if you want to add an arrangement title
  • Enable the ‘Show to Payers/Parents’ option to show the arrangement to Payers/Parents portal
  • Enable the ‘Use same price’ option to change the suggested period price
  • Use the ‘Reduction Price’ option if you want to add a reduction
  • Select a discount from the drop-down list discounts e.g. General Discounts 10%
    Note: In case you want to add multiple discounts, select the ‘Discount Mode’ (Figure 74).

 

    1. Price first: the discount you add will be added to the initial price
    2. Percentage first: it will calculate the discounts in percentage first
    3. View order: it will calculate discounts in the order they were added

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Figure 74

  • Select a ‘Rounding option’ e.g. 1€ (Euro)
  • Click on the ‘Add’ button to add the discount
  • Click on the ‘Create’ button to create the arrangements
  • Select ‘Delete’ to delete the selected arrangements from the list.
  • Select ‘Commit’ so that the arrangement cannot be deleted (select uncommit to cancel commit).
  • Select ‘Publish to Payer’ to show the selected arrangement(s) to the payer’s portal.
  • Select ‘Hide from Payer’ to hide the selected arrangement(s) to the payer’s portal.
  • Use the ‘Tag it’ option in order to select a categorization for the selected arrangement(s) e.g. Reliable (Figure 75).

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Figure 75

  • Select ‘Allow Zero-value invoice (for sponsorships) to enable zero value invoices issuing. This option can be used for sponsorships or any other case that the student will not have to pay.
  • Select ‘Do not allow Zero-value invoice (for sponsorships) to disable zero value invoices issuing.

 

 

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