Streamline Your Credit Note Invoice Format for Security with airSlate SignNow

Credit note invoice format for Security

foreign [Music] welcome to the managing invoices editing an invoice training video in order to access this page you must have the invoices manager access role and then you may Mouse over your name and click on invoices on this screen please find the invoice you wish to manage if you would like more information on how to manage this section how to perform a search and how to filter and search through your invoices please watch the managing invoices overview training video once you know which invoice you'd like to modify please click on the pen icon edit the invoice of your choice here on the left hand side you will have the registration information you can use this to modify the participant information or transfer them to another event this may be useful in the example that there are two PMP courses and you would like to transfer someone from one event to the other without having them re-register or having to perform any other operations can do so by clicking on transfer to another event and choosing the event you'd like to transfer them to here you may modify the participant information by clicking on the pen next to their name or you can remove this registration information furthermore you can fill out this form to add another participant to that event this may be useful for group registrations or for individual registrations that would like to modify their information on the right hand side you have the billing and payment information if your chapter accepts payment by checks this allows you to come in and mark the invoices having been paid and upload a photo of the check we modify the billing address and you may add extra informations such as a PO number if you are using a payment provider that allows you to have refunds this section will appear it will allow you to do a full or partial refund back to the person's credit card the comments field is required and you should put the reason for the refund here once you hit send the money will be credited back to the person's credit card please note that these operations are saved and logged in the access logs for the administrative users to monitor lastly you can resend the invoice to the person or send it to a different email address by filling it out here and clicking on send as always thank you for watching this training video if you have any questions please feel free to contact us or open a ticket