Finance

Coupons

Cogran has many ways to adjust prices using coupons.

Set a Deposit With One Further Payment

A deposit is a great way to receive payment for your programs.

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Resident Price

Residents may pay reduced rates. This option is eligible for program, store item, day pass,...

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Installment Plans and Deposits

Breaking up the monies due into smaller installments can be a great way to make...

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Household Credit

Household Credits.

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Financial Assistance Credit

This admin override is used to provide ad-hoc price reductions in transactions.

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Early Discounts and Late Fees

Early discounts and late fees apply after amounts are added and dates are set.

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Discounts and Fees: Household, Quantity, Early, Late Fee

Cogran offers many different types of discounts, from quantity to household.

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Coupons: Advanced

Advanced coupons allow single use and trackable coupons .

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Coupon Tracking by Household, Report, and Revenue

A crucial part of using a coupon is keeping track of how the coupons are...

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Coupon Setup

Cogran's Coupon function is used to provide certain discounts at the program and program+registration period.

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Coupon Doesn’t Work

If a coupon isn't working, try these few steps to solve the problem!

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Coupon Codes

Use Coupons to apply discounts!

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Add a Member Price to A Registration Option

Member pricing on registration programs is easy to manage.

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Payment Management

Cogran empowers users with seamless payments at the time of registration. Admins have many options for managing payments.

 

Video: Splitting a Payment Due

Divide an unpaid transaction into two unpaid records.

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Splitting Payments Between Two Checks or Cash & Check

Occasionally, you get two checks, or several checks and a wad of cash. Here's how...

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Set a Payment Due

In Cogran you can set a payment detail due or the full payment due. This...

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Set a Deposit With One Further Payment

A deposit is a great way to receive payment for your programs.

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Re-Print an Order Invoice

Admins can pull up order receipts and print them out.

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Price Adjustment: Admin Override

Admin overrides to the set price are performed using the Price Adjustment at the program...

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Payment Due: Underpayment

Sometimes, a customer underpays. This happens when a customer may select resident and yet be...

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Pay for a Payment Due

Admins and members of the public can make payments on customer accounts.

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Monitor Registration & Revenue

Monitoring registrations is a powerful function of Cogran. Use the Dashboard on the Front Page.

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Make a Payment

Cogran makes it simple to add a payment to a registrant's account.

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How to Set a Payment to Due

Sometimes, after processing a payment, you may want to set the payment status to "due."...

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How to Process a Check or Record a Cash Payment

Follow these steps to process a mailed-in check

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Financial Assistance Credit

This admin override is used to provide ad-hoc price reductions in transactions.

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Credit Card Saving with Stripe

Cogran is excited to announce that the updated credit card save feature rolled out to...

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Complete an In-Progress Registration

Run through many of the possible issues a user may have!

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Cogran and Stripe: Terminal Improves In-Person Transactions

In-person transactions just got easier with Cogran Terminal!

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Apply a Financial Assistance Credit to a Due Transaction

Adjust a payment due with a financial assistance credit

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Administrator Center

The Admin Center on Cogran's Front Page is the place to do quick refunds, grab...

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Add a Note to a Payment Record

Add a note to a payment record. Clients will not see this note. This note...

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Refunds, Cancellations, and More

Comprehensive refund management is a core feature of Cogran.

Video: Refunds

Provide refunds from Cogran via Stripe to your customers.

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Refunds and Cancellations

Manage refunds or cancellations for your clients.

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Refunds

Make a full or partial refund.

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Refunding Full or Partial Facility Deposit

After an event, it's common to refund part or all of a facility deposit.

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Drop from Registration (no payment change)

Sometimes it is handy to unenroll a contact without a financial transaction.

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Stripe and Credit Cards

Cogran installations use Stripe for credit card processing. Use these articles to learn more.

Testing a New Stripe Integration

Test your new Stripe connection.

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Test a New Stripe Integration

New to Cogran and Stripe? Sometimes new users feel the need to double check that...

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Stripe for Nonprofits

Stripe has rates for nonprofits.

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Setting up Stripe

Link your Stripe account to Cogran so that you can accept online payments. Connect your...

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Reconcile to STRIPE

Reconcile to Stripe to ensure smooth payment management.

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Credit Card Saving with Stripe

Cogran is excited to announce that the updated credit card save feature rolled out to...

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Cogran and Stripe: Terminal Improves In-Person Transactions

In-person transactions just got easier with Cogran Terminal!

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