Jumbula product update: Invoicing

Announcing: Invoicing Feature

Overview

We have a new invoicing feature that will replace our current invoicing flow. As you may already know,  you could invoice a user/family by going to a particular order and then using the ‘take a payment’ tool. This option will no longer be available. You will now find the ‘Invoicing’ icon on your admin dashboard panel. All invoicing needs will now be handled with this new feature. Below you will find general instructions on how to use this tool.

Instructions

Step 1: Click on the invoicing icon located on your dashboard panel

Step 2: Click on the plus (+) sign on the top right hand side

Step 3: Search for a family profile by typing in the associated email and click search. Once the result is displayed you will go over to the ‘Actions’ column and click on ‘Invoice’

Step 4: After you click invoice you will see a list of all orders under the selected family profile. As shown on the example below, you will be able to click on the check box linked to a unique confirmation number, finally you can click on the check box for any particular order under that confirmation number, then click ‘Continue’.

Step 5: Now that you have selected the order(s), you will get the below screen. At this point you will complete several details to create the invoice. Items you will fill out are:

  • Invoice number
  • Reference
  • Due date
  • Add a carbon copy (CC) email address
  • Note to recipient
  • Memo to self

 

Step 6: Once this is all completed, click on the ‘Continue’ button to proceed. You will then view the invoice ready to go, check all information and click on ‘Submit’ button to finalize.

 

Step 7: Now that the invoice is submitted, you can go back and check status. To do this you click on the Invoicing icon on your main dashboard panel. Notice on the below example that this invoice shows as unpaid under the ‘Status’ column. You will be able to search for invoices by Status (all, paid, unpaid and past due), Recipient (profile email), or Invoice number.


If you have any questions please feel free to contact our support team at support@jumbula.com.

To your success,

The Jumbula Team

Read More

Jumbula new feature: Live/Test Mode

jb-logo

Announcing: Live/Test Mode Feature

Overview

We have a new feature that replaces the existing method of “Publishing” a new season. You now have an option to run test registrations in test (sandbox) mode for a season before going live. The sanbox mode allows you to run test credit card transactions, which simulates real transactions without actually paying for them. After testing registrations and making sure everything looks good, you can switch your season from test to live mode. This action will activate your season for live registrations. All test orders will automatically be removed and will only be visible if you switch back to the test mode.

(more…)

Read More

Jumbula new feature: Edit/Cancel Order

jb-logo

Edit/Cancel order

Overview:

The main function of the new Edit/Cancel feature is to provide you with more control over your existing orders. You will now be able to cancel or edit orders from your administrative Dashboard. Below are some instructions so you can take full advantage of this new feature. At the end of this tutorial you can link to the Refund or Take a Payment tutorials.  (more…)

Read More

Jumbula new feature: Edit/Cancel, Take a payment

jb-logo

Edit/Cancel order – Take a Payment

Overview:

Once you complete an Edit action you may then need to apply the “Take a Payment” action. This would be the case if you now have a due balance. It is not necessary to do an edit in order to use the “Take a Payment” action. You can use it for any order that has a pending balance. Please see the below details as a guide.  (more…)

Read More

3 Reasons a mobile optimized website is no longer optional

website design

Google has done it again. Staying on top of Google search ranking algorithms is a daunting prospect, but you can stay informed! In April 2015, Google included the use of mobile optimization as a ranking signal. This short and useful blog from Higher Ed Live will give you three reasons why you want to make sure your website design is optimized for your mobile users.

“Donors are 34% more likely to donate on responsive websites and nearly 20% of non-profits event registrations occur on mobile devices.”

Go to Blog – 3 Reasons a mobile optimized website is no longer optional

Read More

3 Tips to increase online registrations for your programs

online registrations

The more online registrations you receive for your programs, the more opportunity you have to grow your business. We all agree with this statement but the fact is that sometimes we overlook certain strategies that can help generate more leads. Competition in this industry is fierce and proving your value to your audience is difficult. We would like to provide 3 tips to help you stay ahead of the curve. These tips will help you persuade more prospects to register for your programs and can have a significant impact on how people make decisions towards your offerings. (more…)

Read More

Top 5 benefits of using an Online Registration Software

top 5 online registration software benefits

Do you often ponder about improving efficiency and saving time at work? Do you catch yourself trying to do everything or micro managing? Well, there is good news, you don’t need to do everything yourself nowadays and there are tools out there to help you be more efficient. With the help of technology you have better possibilities of achieving your business goals and experiencing higher levels of success. (more…)

Read More

Improve student communications to boost student enrollments

school-managment-software

This blog from Higher Ed Live written by Terianne Sousa, director of education and student retention at Blackboard, clearly defines three key strategies that can be used to improve communications with students. The use of a student registration software can become a powerful tool for you as you will see with these strategies.  Although this blog mentions how colleges can implement such strategies they are applicable to any organization working with students.

“When an institution has a firm grasp on who their students are and what they need, they can design a communication plan that suits the individual needs of their campus.”

Go To Blog

Read More