ePayTrak 4.0 Users Newsletter

March 2011

In This Issue
Recent ePayTrak Upgrades & Improvements
ePayTrak Tips

Refund Tips

Cancelling an Order does NOT cancel the payment.  Use Issue Refund instead, available from the Payments Menu in the Order Manager.  Then cancel the order for inventory restocking and for Forms Report accuracy.

 

If it is necessary to refund an order, it is necessary to wait 24 hours before issuing a refund.  Your customer will have access to those funds quicker.  

 
Dear Gary,

 
Whether you are an existing ePayTrak 4.0 user, or have been considering an ePayTrak implementation for your organization, we think you will find the enclosed information useful AND exciting! We have made improvements to ePayTrak during the past month, and just wanted to give you a brief overview of some of the more popular new additions.
 
Recent ePayTrak Upgrades & Improvements 
Class Information Fields
  • For those schools using ePayTrak for class registration, we have added "Class Information" fields at the product level. Those fields include Class Start Date, Credits, Dates, Time, Room, Grades Allowed, etc. This information can be displayed in the Course Description as well as on the Receipt. We have several layouts that make it easy to display this information when people are browsing for classes. The new fields can even be used with our easy product/class import feature that allows you to build all data in an Excel spreadsheet and create multiple new classes or products with one easy import. Let us know if you wish to learn more about using these fields when creating your class listings!

Calendar Functionality

  • We have added the ability to display your events or classes in a calendar layout within ePayTrak. Someone can now browse classes or events by start date, then click right through to register for that event! The Calendar shows the Start Date for a given class, and mousing over the event on the Calendar shows all dates if that class or event has multiple sessions.  Please contact us to find out how to use this exciting new feature! 

Reports Improvements

  • The selected report date range has been added to the header of all reports.
  • The ability to search by multiple SKUs have been added to the Class Enrollment Report. You simply list each SKU, separated by a comma with no spaces, and it will bring up those SKUs.
  • The ability to sort by last name has been added to the Class Enrollment Report.

If you need specific reports that you don't see in ePayTrak, or would like to see additions to existing reports, please forward your request to techsupport@edutrak.com and will do our best to accommodate you! 

ePayTrak Tips
  • When creating new classes/products, it is best to set the visibility of that product to 'hidden'. This will prevent a customer from seeing or purchasing the product until you have completed all data entry.  When complete, then change the visibility under Display Options to 'public'. 
If you don't wish to receive future newsletters, just let us know.  If you know someone who didn't receive this newsletter, you can join by clicking on the 'join our mailing list' link in this newsletter, or by contacting us.
 
Sincerely,
Gary Borthwick
APT-Edutrak
 
EduTrak Software
 
 
 
This email was sent to garyb@aptpayments.com by garyb@edutrak.com |  
APT-Edutrak | 700 Twelve Oaks Center Drive | Suite 162 | Wayzata | MN | 55391