Sometimes, a customer underpays. This happens when a customer may select resident and yet be a nonresident, or membership when a customer is a non-member. 1. Open the back office 2. Manage a Household – Search (right pane) 3. Search for the customer name 4. Go to Payments 5. Drill down to Payment Detail (click finger icon) […]
Divide an unpaid transaction into two unpaid records.
The Admin Center on Cogran’s Front Page is the place to do quick refunds, grab registration forms, and print contracts.
In-person transactions just got easier with Cogran Terminal!
Cogran is excited to announce that the updated credit card save feature rolled out to all installations in October 2022.
Adjust a payment due with a financial assistance credit
Add a note to a payment record. Clients will not see this note. This note can be used to clarify changes for bookkeeping requirements.
Admins and members of the public can make payments on customer accounts.
In Cogran you can set a payment detail due or the full payment due. This scenario may occur when the incorrect payment method was selected at time of order.
A deposit is a great way to receive payment for your programs.
Admin overrides to the set price are performed using the Price Adjustment at the program selection level.
Monitoring registrations is a powerful function of Cogran. Use the Dashboard on the Front Page.
Admins can pull up order receipts and print them out.
Cogran makes it simple to add a payment to a registrant’s account.
This admin override is used to provide ad-hoc price reductions in transactions.
Sometimes, after processing a payment, you may want to set the payment status to “due.” This is useful when you have force-processed a transaction that has not actually be paid–but you want to begin assigning cabins or teams.
Run through many of the possible issues a user may have!
Occasionally, you get two checks, or several checks and a wad of cash. Here’s how to keeep track.
Follow these steps to process a mailed-in check