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Summary This guide explains how to process a full or partial refund using a credit note, either manually or automatically. It also details the related reports and information available for credit notes. General Information A credit note applies a ...
Client Platform Creation & Configuration
Summary This guide outlines how to create a new Vivaclient, configure general settings, set up the associated Moodle environment, and enable the required modules. Step-by-step Instructions 1) Creating the Vivaclient Name: enter the Vivaclient’s full ...
External Payments (e.g., Checks)
Summary This guide explains how to record a payment received outside the Helix platform (for example, a check). The same steps apply to any non-integrated payment method that is not automatically tracked by the platform. Procedure Open the Billing ...
Links to Website
Summary This guide provides direct links and HTML code snippets to integrate access to your catalog, user accounts, sessions, calendar, and bundle purchases directly from your website. Step-by-step Instructions Main links Action Description Link ...
Diploma/Certificate Template & Background
Summary This guide shows how a root administrator configures the diploma/certificate template in Helix: adjust global settings, then upload certificate backgrounds for both French and English versions. Step-by-step Instructions 1) Sign in with root ...