Overview

This article will show you how to process a transaction internally, through the Catalog. 

Note: The process may have different steps, depending on the activity/session, but the navigational steps are the same for all transactions. 

Instructions

1. Navigate to Catalog
   
   
2. Enter user's name in the Account search function
   
3. Select the user
   
4. Select the category of activity
   
5. Select an activity
   
6. Select a session
   
7. Choose the user in the account that wants to register for the activity
   
8. Select Add To Cart
   
9. Select the Checkout icon
   
10. Review details on the Payment screen
    
    
    • Notes: Add notes for this transaction
    • Date Override: Change the date of the transaction 
    • + sign next to name and session: Add Discounts or Add-Ons
    • Available Payment Plans: Select the appropriate payment plan for the user
    • Add Payment: Choose payment method
    • Gift Card Code: Claim a gift card code, if applicable
    • Note: All dollar amount are editable in this screen
11. Select Complete Transaction
    
    
12. Receipt will appear