Related Articles
Adding Products to a Child's Account
Please note: Before you are able to add products to a child's account, you must set-up the different products you offer. Please refer to the Products article for help with this. There are two different types of products that can be added to a child's ...
Invoicing Products
There are two ways of invoicing products you have added to a child's account: Invoice immediately Add to the child's next invoice To invoice for a product immediately, do the following: Click on the 'Extras' tab on the child's account page ...
Archiving Data List Items, Products & Session Types
You can archive any old data list items, products or session types which you have previously used but are unable to delete. This will help to tidy-up your lists and make things easier to manage. To archive a data list item, product or session type, ...
Deleting Products from a Child's Account
If you want to delete a product from a child's account prior to it being invoiced, do the following: Click on the Children button and select 'Accounts': Select a child from the list and click on the 'Extras' tab: Click on the 'Delete' button ...
Adding New Users
In order to add a new user, please complete the following steps: 1. Head to the purple navigation bar on the left-hand side of your Portal, click "Administration" and then “User Management”. Please note that only users who have been granted the user ...