Category: Programs Setup & Management
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How can families use their account credit at checkout?
Overview After doing a program cancellation or a partial adjustment you can either refund the money or you can apply it as a credit for the corresponding account. In the past, only the administrator could apply a credit towards an order balance. Now, registrants will be able to use the credit at checkout time. How […]
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Refunds overview
Overview You will have the function to apply a refund directly from your admin dashboard. You will have an option to apply a refund automatically (funds are returned directly to the payers’ credit card), manually (this is when you issue a direct refund and just need to update your order), or family credit (funds are […]
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How can I change an installment date?
Overview You can change an installment due date by going to the order details and editing the due date. See instructions below. Step 1- Go to order View Details and click on the Edit icon. Step2- Now in the Edit order page select the Tuition price option and scroll down to see the installments of […]
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How can I grant Jumbula access to my PayPal account for refunding purposes?
For PayPal refunds, you would need to access your PayPal dashboard, go to Account Settings and then API access. Then click on update and choose the first option (grant API access). In the lookup box, type jalal_api1.jumbula.com. You see that PayPal allows you to grant permissions, see screen-shot sample below. Click on the refund option, If you have two boxes that have to do w/ refund, check them both. Some dashboards vary based on the account. […]
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How can I use the family credit donation feature?
Overview After canceling an order you have the options to refund the money back to the registrant’s credit card or you can apply a family credit. We now have a new option that will allow you to move the balance or a partial amount from a canceled order as a donation. Where do I find […]
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How can I customize my registration form?
Overview As part of your class setup, you will have the option to customize your online registration form. The tutorial video below will provide you with general instructions on how to do so. Contact us Please don’t hesitate to reach out if you have any questions. Contact our support team at [email protected]. Best Regards, […]
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How can I stop automatic installment payments?
Overview You can use the Stop Payment function to temporarily or permanently stop automatic installment payments on any particular order. You can always resume payments when needed. Where do I find this feature? Select an order and click on the “View details” option. Next to the installment section, click on “Action” and select “Stop payments”. […]
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Payment plan overview
Overview As part of your online registration setup options, you will be able to create payment plans within each of your seasons. Besides offering the pay in full option you will be able to offer your registrants with payment plan options. Here you will determine how many installments, due dates, and if you will collect […]
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Family credit overview
Overview When you cancel an order or make an adjustment you will have the option to do a refund or apply a family credit. This credit can be used towards an existing order from the admin dashboard. See below instructions to learn more. Search for the order either with the Confirmation ID or you can […]
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Invoice feature promo
Contact us Please don?t hesitate to reach out if you have any questions. Contact our support team at [email protected]. Best Regards, Jumbula Support Team