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