Finance
Changing The Fine Print at the Bottom of Invoices
MatrixMaxx allows you to edit the ‘Fine Print’ text that displays at the bottom of most invoices that MatrixMaxx produces. You may edit the text at the bottom of invoices in the following modules:
How Partial Payments Work With Installments
When you create payment installments for a membership application, takes each of the line items on the application and separates them into equal sized installment line items equal to the number of installments.
Applying a Payment that is Different than the Installment Amount
Installments in MatrixMaxx provide a way for you to break payments up over the year, but they can also cause confusion if the payment amounts do not match the installment amounts that were originally set-up. Processing this scenario in the wrong order can cause issue in the invoice, so it is best to follow the…
Processing a Refund
There are many reasons why you many need to process a refund in MatrixMaxx. The following article will give you the steps you need to follow.
Billing Information and CID on Payment Pages
Some associations wish to gather as much credit card information as possible to lower credit card fees. Other associations don’t wish to burden their members with the task of tracking down details on the corporate card. MatrixMaxx has various settings to accommodate both philosophies.