2022 Release Notes
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      06/23/2022 Release Notes - Revenue

      Revenue Module

      • Creating Held Invoices
        • There are situations in which your organization may want to generate an invoice but may not want to send that invoice until later.   Whether based on a business trigger or an approval workflow, you may either want to wait until you have a batch of invoices or once the registration is approved.  
        • An enabled user needs to make two choices with respect to invoices: either 'send at point or request or registration' or 'hold it'.
          1. If a user selects 'At the point of request/registration' with the 'Hold it' option, at the payment step, the option to “Pay Now” and “Pay Later” will be visible. If Pay Now is selected, invoice will be generated in “Paid” state (when payment is successfully made). If “Pay Later” is selected, invoice will be generated in “Held” state.
          2. If a user selects 'At the point of request/registration' with the 'Send it' option, at the payment step, the option to 'Pay Now' and 'Pay Later' will be visible. If 'Pay Now' is selected, invoice will be generated in 'Paid' state (when payment is successfully made). If 'Pay Later' is selected, invoice will be generated in 'Unpaid' state.
          3. If a user selects 'At the point of final approval' with the 'Hold it' option, at the payment step, the option to 'Pay Now' and 'Pay Later' will not be visible. Registration with these settings enabled will result in invoice getting generated in the 'Held' state.
          4. If a user selects 'At the point of final approval' with the 'Send it' option, at the payment step, the option to 'Pay Now' and 'Pay Later' will not be visible. Registration with these settings enabled will result in invoice getting generated in the 'Held' state.  Once final approval for the registration request is granted, the state of the invoice will get changed to 'Unpaid' and will be emailed to the billing contact.
        • NOTE: If revenue permissions of 'Pay for Anyone' and 'Bill Anyone' are selected, instead of Bill me/Bill my Org, the user can select anyone (person or organization) to bill.

      Knowledge base Article for Held Invoices

      • Payments for Class and Award Registrations
        • When registering for a class or an award, Credit Card details will now need to be added to the pop up window which appears when the 'Proceed' button is clicked. 


      • On Event, Award, Course, and Class list pages, all filters, columns, and sort choices have been made sticky so that user selections will be remembered.

      • All transcripts generated will be saved in the 'My Downloads' folder so that they can be downloaded at anytime.