everything financial in rosterpro® | maximize demosphere
TRANSCRIPT
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RosterPro® – Everything Financial
Kris Baker, SVP Sales and Service
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Agenda: • Fees and Discounts • Installment Plans • Financial Aid • Recording Payments • Refunds and Adjustments • Chargebacks • Reporting and Exporting • Communication • Future Enhancements
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Customize Fees and Discounts • Auto Fees
• Time Dependent Fees
• Fees by Age/Group/Team
• Form Fees
• Time Dependent Discounts
• Multi-Registration Discounts
• Promotional Codes
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Manage Installments
• Installment settings by season
• Default dates
• Custom dates
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Financial Aid
• Season setting on/off
• Custom messages
• Financial aid form
• Pending Financial Aid status
• Approve/Decline
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Record Payments
• Cash/Check
• Financial Aid
• Auto email to HHA
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Refunds and Adjustments
• Refund money previously paid
• Adjust the amount due
• Customize installment plans
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Chargebacks
• What is a chargeback?
• Auto email to Site Admin
• Reversing a chargeback
• Reporting
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Reporting and Exporting • Deposit Summary
• Deposit Detail
• Remaining Payments
• Payment Summary by Program
• Donations
• Financial Aid
• Chargebacks
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Communication
• Auto system Emails
• Broadcast Emails
• SMS Text Messaging
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Future Enhancements
• New system report templates
• Registration counts by program
• Volunteer fees report
• Report on specific fees
• Suggestions?
• Record cash/check refunds for expired credit cards
• Export .IIF files to Quickbooks
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● Questions/Suggestions?
● Product Updates Log
● Subscribe to the Demosphere
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Wrap Up