Understanding the Account Summary (new vs. migrated enrollments)

• Related Articles

• 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 ...

• Applying Payments to Migrated Fees (Other Value in Account Summary)

• 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 ...

• Understanding Migrated Data (Enrollments)

  Data migrated from Big Apple to BANG may or may not appear as it should. Due to differences in how the data is displayed and entered into the system, migrated data may need troubleshooting. How Data Migrated from Big Apple to BANG To better ...

• Adding a Payment

  In the top right-hand menu click on the magnifying glass icon to use Quick Search Type the client’s name Click the magnifying glass icon again Scroll down to the list of Leads/Clients and click the Account Summary icon Scroll down to the ACTIVE ...