Enterprise Training Module 3 - Renewals and Transactions

Areas Covered

The usage of the Renewals routine to generate documentation and invoices together with the collection of Direct Debit payments. Additionally, the processing of the different types of transactions through Enterprise such as invoices, credit notes and receipts and the usage of the Order Processing system.

Who should attend?

Those involved in the renewal process and those having a need to process transactions in Enterprise.

Summary of areas covered:

Morning Session - Renewals

• Revisit Renewal Document Flow setup to determine the documentation to be sent and when.
• Periodic Routines for renewals for adding new subscriptions
   
• Generating Renewal Reminder documents
• Generating Renewal Invoices
• Automatic Subscription Lapsing
   
• Generating BACS files
• Submission through BACSLink software

Afternoon Session - Transactions

• Processing Receipts
      - Allocating against Subscriptions
      - Allocating against Products
      - Allocating against Invoices
      - Allocating against Funds (Gift Aid)
   
• Handling payments on account
• Rejecting Receipts
• Banking Summary
   
• Generating Invoices and Credit Notes
      - For Products
      - For Subscriptions
      - Free Text Invoices/Credit Notes
• Allocations
   
• Order Processing
   
• Updating Transactions into Sage

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