Page 9 - Administration Training Manual - 181019

Ulpan-Or:

Administration Training Guide

9) Click person’ name to change back to respective country and SAVE
10)Go to Orders (bottom tab in default screen)
11)Click on order you created
12)Add order item to add learning material

a) If there’s a discount add manually by calculating and add to notes you
did this (discount applies to course fee as well as book fee)

b) SAVE
c) TO ADD BANK TRANSFER FEE IF RELEVANT:

i) Add Order Item
ii) type special under Product name
iii) Item Name- Bank Transfer Fee
iv) Price- $30.00
v) SAVE - bank transfer fees are for all international transfers

(meaning if it is down through our international account). This
price must be added to the entire total and the student should be
made aware by sales staff - confirm.
13)Check price under order total with Monday price and check in Monday what
they’re payment plan is (if it’s in full or 50%)
a) if they’re doing 50% you have to set up a payment plan, so click Edit
Payment Plan under Payment Plan at bottom of screen
i) change AutoCharge to No (we don’t charge other 50% until
they’re in the building)
ii) Select 1st credit card listed always
iii) Merchant Account- change to International
iv) Max Charge Attempts stays the same

(1) Payment Plan Details
(a) Initial Payment Amount- 847.67 (if it’s 847.665 for
example for 1st payment do 847.67 and for 2nd do
847.66)
(b) Initial Payment Date- date you’re putting it in
(today’s date)
(c) Plan Start Date= starting date of course (can be
looked up in Monday)
(d) Number of Payments= 1 (it will make 2 payments)
(e) Day Between Payments= 30 (don’t need to
change)
(f) SAVE!

14)This still hasn’t charged them- click Add Payment under Payments section
a) select todays date
b) Bank Transfer ILS
c) Payment type= CC (charge now)
d) Apply Payment! (if for some reason they don’t get bill, click Preview
Invoice, snip tool, highlight, and email it)

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