What on earth are Course and Transaction Balances?

Some of the most common issues raised with our support team are questions around the financial balances of your members.
A member has been charged the wrong amount, how do we fix it? How do we give a refund? What do you mean by allocations? What on earth is the difference between Course Balance and Transaction Balance?

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With that in mind we have created a document that explains how the financial information works in CoursePro.

We’ve tried to keep it as simple and informative as possible…..and, more importantly, as brief as we could!  There’s even pictures.
The first page has common questions on it (see below).  Click on the More Info link to get the more detailed explanation.
Screen Shot 2016-02-12 at 13.12.30 Click Financial Information Explained (PDF 2.3MB) to view the document.

If there are scenarios that are not mentioned but are relevant to your business, please email them to training@cap2.co.uk.

For those of you using CoursePro linked with a Member Management System (i.e. Plus2, Legend, Dimension, Advantage or Scuba), the principles are the same but there may be slight differences.  Specific documents will be sent to you soon.