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Billing Record Feature ​

The Billing Record feature allows you to identify a registration record as a billing only record that is not included in enrollment counts.

Enable Billing Record Feature ​

  1. Select Edit > Preferences.
  2. Select the Register tab.
  3. Check the Use Bill/Pay Reg type preference.
  4. Click the OK/Close button to save the preference change.

Billing Record Registration ​

When enabled, you’ll see a new field in the center of the registration screen called Billing Record:

When staff check the Billing Record box, several components of the registration routine are effected:

  • A "Billing Record" message appears to the left of the Billing Record checkbox.

  • The CEUs, Hours, and Credits fields are zeroed out and the Grade field is blanked.

  • Billing records are NOT counted in the Enrolled number for the course.

  • Billing records are identified as PAYOR in the course Student List.

  • Billing records are not included in the Courses Taken count on the individual’s Name record. When viewing courses with the Courses Taken button, the course is displayed with the status of "Payer".

  • In most reporting areas, billing records are NOT reported. To include them in your report, check the Include "Billing Only" Reggies option on the report area’s Report Options screen.

  • Course Quick Reports Roster reports do not include records identified as billing records.