Account Management


 

Balance History and Refunds

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
    search_and_select_user.jpg
  2. Select Transaction Browser under Account Actions
    select_transaction_browser.jpg
  3. Select the History button (clock icon) for an Activity, Reservation, or POS Item
    select_history_for_activity__reservation__or_pos_item.jpg
  4. Select History next to a transaction to view payment history
    select_history_to_view_history.jpg
  5. View the Balance & Payment History
    view_balance_and_payment_history.jpg
    • Note: This pop-up provides detailed information on the selection transaction, including when balances were paid, current balances, etc.
  6. Click Refund to initiate a refund
    select_refund_if_desired.jpg
    • Note: Select multiple items and click Refund Selected Items to refund multiple items at one time.
      select_items_to_refund_multiple.jpg
  7. Review the Refund details
    review_refund_details.jpg
    • 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
  8. Click Continue
    select_continue_to_refund.jpg
    • Note: If you choose to Remove from Roster, you must select OK to the rec1 prompt.
      select_ok_to_remove_from_roster_and_refund.jpg
  9. Click Submit on the Refund Confirmation page
    select_submit_to_complete_refund.jpg
  10. View your receipt
    view_receipt_for_successful_refund.jpg
    • print.png Email Receipt: Email the receipt to the user
    • print.png Print Receipt: Print the receipt on any paper
    • print.png Thermal Print: Print the receipt on receipt paper



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