How to ban, unban, approve or un-approve a user account
As of Opus Version 3.8, the Status column on the ‘Search for User Accounts’ page shows whether an...
How to cancel an invoice
If an invoice has been raised in error or is no longer payable, you can cancel it using the...
How to delete an unused user account
As of Opus Version 3.8, accounts that were created but never used can be removed completely,...
How to extract e-mail addresses from certain records
If the table has an e-mail address field, you can extract those e-mail addresses from all records...
How to find your current Opus version number
Only members of the 'Admin' or 'Office' user groups can view the Opus version information. To...
How to manage School packages
Only members of the 'Admin' or 'Office' user groups can modify School packages. If enabled by the...
How to mass e-mail certain Parent Invoices
Login to Opus using either an 'Admin' account or an 'Office' account.
Go to ‘Parent Invoices’...
How to merge duplicate profile records
An account can end up linked to more than one profile record of the same type, for example two...
How to merge duplicate user accounts
Sometimes a person ends up with two Opus accounts, for example a parent who registered twice with...
How to reset a user’s password
When a user cannot sign in, you can either send them a temporary password or a link that lets...
How to search through user accounts
Only members of the ‘Admin’ or ‘Office’ user groups can search through, and manage, the user...
Recording and managing invoice transactions
Invoice Transactions allow you to record individual payment events against an invoice. Each...
Understanding the Calculated Invoice Status
As of Opus Version 3.7, invoice statuses are no longer set manually. Instead, each invoice's...
Using invoice status action buttons
Invoice action buttons appear on the invoice detail view and provide a quick way to perform...
