YLCC Guide-NMV - Flipbook - Page 53
To Do – Complete Pending Offline Payment (WCX)
IMPORTANT! You must Complete any Registrant’s pending offline
payments in WCX to change the status of a linked transaction.
Note: The two most likely scenarios are when someone registers
with 1) a Cash/Check deposit, or 2) a Cash/Check full payment.
Your CHECKLIST:
Verify that this Offline Payment (Cash/Check) has been received
Click the Eye icon next to the Registrant name and scroll down to
Linked Transactions (the Status field shows Pending Offline)
Click the gray Complete button at the top to open the Update
Transaction screen
Change the status to Complete
Add any Reference or Admin notes
Click Complete Transaction button
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