Support Center

Archiving an applicant’s product

Last Updated: Jul 20, 2016 08:32AM PDT
Archiving products in an applicant’s cart will move those paid for products into the applicant’s previous orders, cancelling out their active balance for those products. Note that only paid for products can be archived - products which have not been paid for can either be deleted or left in the cart (depending on whether or not you expect the applicant to complete their payment).
 
To begin, make sure you are in User Management by selecting the “Users” tab located to the right of the Regpack logo:
 
 
Find your applicant and click on their cart.
 
 
Click “archive” next to any products you would like to pay for - keep in mind only fully paid products will display the archive button. When all products you wish to archive have been selected click "Process Action."
 
 
You’ll have to make a choice here. Read the description below, and make the appropriate choice
 
“What date do you want the order to be set for?”- this will let you control how the “paid for” dates display on reports, and you’re given three options - Today’s date, the order date, or the date the product was originally marked as paid.
 
 
Click “archive” when you’re done!
 

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