Catalog


 

Process a Transaction Internally

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
    Catalog.png
  2. Enter user's name in the Account search function
    User.png
  3. Select the user
    Select_User.png
  4. Select the category of activity
    Category.png
  5. Select an activity
    Activity.png
  6. Select a session
    Session.png
  7. Choose the user in the account that wants to register for the activity
    Choose_User.png
  8. Select Add To Cart
    Add_to_Cart.png
  9. Select the Checkout icon
    Checkout.png
  10. Respond to any Prompts or Waviers (will vary from activity to activity)
  11. Review details on the Payment screen
    Payment_Screen.png
    • 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
  12. Select Complete Transaction
    Complete_Transaction.png
  13. Receipt will appear
    Receipt.png



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