Cart

Working With

When purchasing anything through ClearVantage, the easiest first step is to make sure you’re working with the purchasing Customer. To do so:

1. Select the Membership drop-down from the main menu, and then select Individuals.

2. Search for the Customer using the Quick Find or Power Query options.

   

3. Click on the Customer’s row in the search results and click Work With from the Activities panel on the right-hand side. (Alternatively, you can also select this option from the Individual Notebook). A Now Working With notification displays in the upper right-hand corner of the screen.

   

Adding Products to the Shopping Cart

This process is similar for adding individual Products or adding Subscriptions or Membership dues.

1. From the left-hand main menu, select Services then Products (For memberships, select Subscriptions or Memberships as appropriate).

2. Use the quick search button to locate the item you want to add to the shopping cart.

3. Click the row of the item to select it.

4. Click the Add to Cart button.

   

5. You can proceed to add additional items or check out at this point.

Adding Invoices to the Shopping Cart

If someone wants to pay on an existing invoice, rather than add the individual Products or items to the cart, you can add the existing invoice. There are three types of invoices: Event Registration, Dues/Subscriptions, and Products.

There are different ways to search for an invoice. If you know the invoice number use these steps (If you do not, see the options below):

1. From the left-hand main menu buttons, click on Financials and then Invoices.

2. Enter the Invoice number, date ranges, or other search criteria in the search page that loads automatically.

3. Click on the invoice, and then click Add Invoice to Cart from the Activity Panel on the right.

   

Customer Invoices

If you know the person associated with the invoice, the invoice tab in the individual Notebook lists all of their invoices including: Event registration, Membership Dues, Subscriptions, and Products.

From the invoices tab on the individual record, you can check the invoices you would like to add to the cart at once.

1. Check the box(es) to the left of the invoice item that you wish to add to the cart. You can select as many invoices as you want.

2. Click Add to Cart, to add them to the cart.

   

Organization Invoices

From the invoices tab on the organization record, you can check the invoices you would like to add to the cart at once.

1. Find the organization associated with the invoice(s) and select the Invoices tab.

2. Check the box(es) to the left of the invoice item that you wish to add to the cart. You can select as many invoices as you want.

   

3. Click Add to Cart, to add them to the cart.

Product Invoices

You can also use the Customer Notebook and view the Product tab. This tab displays a list of the individual’s products and a hyperlink to the corresponding Invoice Number.

Event Registration Invoices

Invoices associated to a specific event can be found in the Event Notebook, instructions below. It can also be found in an Individual Record under the Events Tab.

1. Click on Services in the Main Menu drop downs and Click on Events.

2. Use the search for field to find an event either by event code or event name.

3. When you are in the Event Notebook, click on the Registrations Tab. It displays as list of registered individuals as well as a hyperlink to their corresponding Invoice Number.

Dues and Subscriptions Invoices

Invoices for Membership Dues and Subscriptions can be found via the Dues/Subs/Don List Tab, instructions below. This can also be found in the individual or organization record under the Dues/Subs/Dons tab.

1. Select the Membership Main Menu Dropdown then Dues/Sub/Don List. This opens a tab where you have access to the Quick Find Search.

   

2. Click the Quick Find button and a search window appears. If you are searching for a particular type of due, the Category drop down field helps filter the search.

3. Once the search has returned, one of the columns has a hyperlink to the corresponding invoice for that due or subscription record.

View/Edit the Shopping Cart

To review or edit the Shopping Cart, use the following steps:

1. From the left-hand main menu, click Cart and then View/Edit Cart.

   

2. The shopping cart window will open. It will show the products, events, subscriptions, etc., that have been added to the cart and their respective quantities.

   

3. To remove items, flag them with the checkbox on the left and click "Remove Selected Items".

4. Update the quantities or price of an item in the cart, double-click on the current price or quantity.

5. This will enable the price or quantity field, depending on what you clicked on, to be edited. Edited prices and quantities will have a red mark on the top-left hand corner of the field.

   

6. Enter the new price or quantity value and click "Save Updated Price and Quantities".

Checking Out

Once you have added the desired Products and/or Invoices to the Shopping Cart it is time to check out.

1. From the main menu, click "Cart" and select "Checkout". This will open the checkout window.

2. Review all of the information on the checkout screen. Choose if this invoice should be billed to the Organization.

3. Select the payment type on the right and enter the payment information and click "Process Payment". If you are just creating an invoice, select on the "Invoice" payment option and click on "Create Invoice".