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It is possible to automatically send the email confirming the registration at the end of creating an order. The email that will be sent is visible and editable in Administration → Email/SMS Templates, the template with name "Sending order receipt". The PDF of the generated contract will also be attached in the email. To activate or . . . Continue reading...
To delete an electronically signed Contract, you need to navigate to Financial Management → Manage Orders: Then press the blue Manage Installments and Payments icon on the order of interest: Then click on Reopen/Edit Order: Finally click on the trash icon that appears next to the signed contract:
You can create and edit a custom Report or Contract in Configuration → Contracts & Reports. To edit the report, click on the pencil icon next to the desired Contract or Report: Scroll down to the Download Current Template option: A Download of the template currently uploaded to management will be made. The template will . . . Continue Reading...
To configure the Terms of Service you need to navigate to Administration → Terms of Service. Three sections will appear, the first refers to the site's Terms of Service: Changes made in this box will appear when the Terms of Service found in the lower right corner of each . . . Continue Reading...
IMPORTANT: The file must be in .odt format and not .doc, so the use of word is not recommended. Rather, it is highly recommended to use Openoffice This mini guide on configuring the school enrollment contract from ODT template, is divided into the following paragraphs: INTRODUCTION PLACEHOLDER DEFINITION PLACEHOLDER LISTS PLACEHOLDERS . . . Continue reading...
After each completed enrollment, the system displays an enrollment summary on the screen that can be printed or emailed to the customer. This summary can be customized and used as desired such as an enrollment contract or simple receipt of the enrollment order. By default, the system displays the following summary: . . . Continue reading...