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RosterPro® – Everything
Financial
Kris Baker, SVP Sales and Service
Agenda:
•  Fees and Discounts
•  Installment Plans
•  Financial Aid
•  Recording Payments
•  Refunds and Adjustments
•  Chargebacks
•  Reporting and Exporting
•  Communication
•  Future Enhancements
Customize Fees and Discounts
•  Auto Fees
•  Time Dependent Fees
•  Fees by Age/Group/Team
•  Form Fees
•  Time Dependent Discounts
•  Multi-Registration Discounts
•  Promotional Codes
Manage Installments
•  Installment settings by season
•  Default dates
•  Custom dates
Financial Aid
•  Season setting on/off
•  Custom messages
•  Financial aid form
•  Pending Financial Aid status
•  Approve/Decline
Record Payments
•  Cash/Check
•  Financial Aid
•  Auto email to HHA
Refunds and Adjustments
•  Refund money previously paid
•  Adjust the amount due
•  Customize installment plans
Chargebacks
•  What is a chargeback?
•  Auto email to Site Admin
•  Reversing a chargeback
•  Reporting
Reporting and Exporting
•  Deposit Summary
•  Deposit Detail
•  Remaining Payments
•  Payment Summary by Program
•  Donations
•  Financial Aid
•  Chargebacks
Communication
•  Auto system Emails
•  Broadcast Emails
•  SMS Text Messaging
Future Enhancements
•  New system report templates
•  Registration counts by program
•  Volunteer fees report
•  Report on specific fees
•  Suggestions?
•  Record cash/check refunds for expired credit cards
•  Export .IIF files to Quickbooks
●  Questions/Suggestions?
support@demosphere.com
●  Product Updates Log
●  Subscribe to the Demosphere
Blog
Wrap Up
Kris Baker
SVP, Sales and Service
kris@demosphere.com

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Everything Financial In RosterPro® | Maximize Demosphere