Manage

Manage

The Manage Menu gives you handy topics that help manage your ePayTrak store more easily. You can manage all of your Orders, Inventory, Images and Assets and Locations.

This chapter covers the following topics:

• Forms - This displays all information gathered from a customer from Product Templates although a Forms Report provides more information.

• Inventory - Displays the inventory available of your products.

• Asset Manager - Where you upload image and other files.

• Locations - You can add different schools within your school district in ePayTrak to separate transactions.
• Order Manager - All processed orders are visible in this window, including declined transactions.

• Issuing a Refund - How to process a refund in ePayTrak.

• Wait List - Manage the Wait List of all your classes.

• Students, Student Fees and Missing Fees - New functionality associated with Student Fees, which has its own Help Files section.

• Custom Forms - How to create a Custom Form. 

  • Custom Form Input Types
  • Custom Forms Creation
  • Custom Forms Basics & Navigation

• eMail Queues - Managing Student Fee invoices.

• Student Fees
• Recurring Orders
• Managing eMail Invoices
• Creating ePOS Users
• ePOS Payments