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
    SearchSelectUser.png
  2. Select Transaction Browser under Account Actions
    TransactionBrowser.png
  3. Select the History button (clock icon) for an Activity, Reservation, or POS Item
    Activity__Reservation__POS_Item.png
  4. View the Balance & Payment History
    BalancePaymentHistory.png

    • Note: This pop-up provides detailed information on the selection transaction, including when balances were paid, current balances, etc. 
  5. Click Refund to initiate a refund
    Refund.png
    • Note: Select multiple items and click Refund Selected Items to refund multiple items at one time.
      RefundSelectedItems.png
  6. Review the Refund details
    RefundNotes.png
    • Payment Type: Select method of payment
    • Refund Items: Select which items you want to refund
    • Refund Reason/Note: Choose to provide more information about the refund
  7. Click Continue
    Continue.png
    • Note: If you choose to Remove from Roster, you must select OK to the rec1 prompt.
      Prompt.png
  8. Click Submit on the Refund Confirmation page
    Submit.png
  9. View your receipt
    RefundReceipt.png
    • 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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