Overview

In order to follow the history of a particular transaction on a user's account, we recommend you use our History option in the Transaction Browser.     

Within the Transaction Browser, you can also initiate and submit Refunds.

Instructions

1. Search and select a user
   
2. Select Transaction Browser under Account Actions
   
3. Select the History button (clock icon) for an Activity, Reservation, or POS Item
   
4. View Balance & Payment History
   
   
   • Note: This pop-up provides detailed information on the selected transaction, including when balances were paid, current balances, etc.
5. Click Refund to initiate a refund
   
   
   • Note: Select multiple items and click Refund Selected Items to refund multiple items at one time.
     
6. Review the Refund details
   
   
   • Payment Type: Select method of payment
   • Refund Items: Select which items you want to refund
   • Balance Reduction and Refund Amount: Enter dollar amounts
   • Refund Reason/Note: Choose to provide more information about the refund
7. Click Continue
   
   
   • Note: If you choose to Remove from Roster, you must select OK on the prompt.
     
8. Click Submit on the Refund Confirmation page
   
9. View your receipt
   
   
   • Email Receipt: Email the receipt to the user
   • Print Receipt: Print the receipt on any paper
   • Thermal Print: Print the receipt on receipt paper