Overview

At CivicPlus, we empower you to configure the system to meet the needs of your users. This Guide provides direct links to articles that will walk you through step by step instructions on how to configure, update, and maintain your CivicRec software.

Resources

• Reports Overview
• Account Actions
• Close Out for Frontline Cashier/Managers
• A/R Center Guide
• SMS Alerts
• Create a Notification
• Import Templates

 Related Topics Not Covered During Training

• POS Items
• POS Screens
• POS Inventory
• POS Catalog Tab
• Security Center Overview
• Adjust Fee Codes (GL Code Edit)
• Crediting and Debiting Accounts
• Add an Avatar to your Account
• Hardware Configuration Guide
• CP Pay/OpenEdge Set Up
  • EMV Hardware Setup Guide + Testing
• 3rd Party Gateway Setup