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| PortalProdigy Key Features
>> Transaction
Management |
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PortalProdigy provides a standardized transaction engine
that is shared by all of PortalProdigy’s feature components
including shopping cart, administrative order entry, event
registration, time billing, membership billing, exchange fees,
etc. The benefit of this is that all of your transactions can
be viewed, processed, managed, and reported on using a single
set of tools. E.g. this means you have a single payment entry
screen that allows you to apply a payment to a shopping cart
order the same as you would for a class registration fee; you
can also apply a single payment to multiple transactions
regardless of transaction type; print sales and accounts
receivable reports that include all transactions, use a single
order management screen to view all of a customers orders
including those for products, services, events, memberships,
etc.
Transaction Management
features and benefits include:
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 Standardized transaction formatting and
storage.
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Standardized order management for all
sales and fees.
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Reprint orders for any type of
transaction.
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Automated creation of journal entries for
transactions.
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Applies GAAP.
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Standardized payment
processing.
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Single Payment options
configuration.
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Use a single payment processor gateway
for all transactions.
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Export transactions to third party
accounting systems such as QuickBooks.
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Create customer credit
memos.
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Apply credit memos to any type of
order.
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Create refunds for credit memos and
returns.
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Assign customers payment credit terms
including maximum credit amount.
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Assign customers to price groups that can
be used to provide discounts on products and
services.
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Print invoices.
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Print customer
statements.
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Print transaction and accounting
reports.
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Isn’t it time to take
your website to the next level? |
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Call today for a free
consultation. (800) 268-6649 |
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