The article, "Invoice for a Drop-In Contract," is available for download below.
For assistance, contact RegWerks Support at 888-847-9470 or Support@RegWerks.ZenDesk.com.
If this is your first time invoicing, feel free to contact RegWerks for assistance with the invoicing process.
1. Select Class under the Main menu, and then double-click into the class for which invoices need to be generated.
2. Verify that all necessary adjustments have been completed and suspensions have been made.
3. Click the Calculate Charges button at the bottom of the window.
4. Select Ok when the Generate Fees prompt asks, “Are you sure you want to generate the fees for registrations with a deficit of days?”
5. When prompted, select a Due Date for the invoices. The system will now charge all registrants who have attended since the last invoice period. If a registrant has not attended days since the last invoice was calculated, the system will not generate an invoice for this person.
6. The Charges report will open as an Excel file to allow for a review of the days that are being charged to each registrant’s account.
7. Once the review of charges is complete, navigate back into the RegWerks system. Click on the Send Invoices button at the bottom of the Class window.
8. The Invoices window will open.
- Select Preview to either review or print the invoices. Close the browser tab when finished.
- Click the Send Invoices button () then select Send to email the invoices to the account holders.
8. Invoicing is now complete.