How to zero out lifetime remaining balance
Some enrollments will have a lifetime remaining balance especially older enrollments migrated from Big Apple. In this case, an Adjustment payment equal to the remaining balanced needs to be added under the closed enrollments section.
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How to Zero Out an Enrollment That Has A Remaining Balance When Closing Out
The one way of identifying if the client owes you money or you need to write off any money received would be through the prepaid value. See the screenshot below! E.g. This client has used 2 hours and a payment of $120 needs to be collected. When ...
How To Create A Zero Dollar Enrollment - Giving Free Hours To Client In Terms Of A Free Trial
In order to create a zero-dollar enrollment in BANG, follow these steps: 1. Enter an enrollment with the regular hourly rate you would normally charge. 2. Add the free hours you'll be offering to the client in the hours section. 3. Input the total ...
Account Summary
Hover over Client Care and click on Enrollments Click on the Account Summary icon of the account you want to look at On the top right, below the search function you can see easy to access icons: Email Statement: Use to email statement to client ...
BANG: Re-Enrollment Process
Re-Enrollment Report The Re-Enrollment Report identifies clients based on their remaining enrollment hours. Run it monthly to find the clients who are nearing the end of their enrollment, ensure adequate follow-up and client care, plan direct ...
How to Remove a Registration Fee After an Enrollment Is Created
Once the enrollment is created in BANG, it is not possible to remove the registration fee. However, you can apply an adjustment as the payment type and mark the "Is registration fee?" box to eliminate any remaining balance associated with the initial ...