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
- Navigate to Catalog
- Enter the user's name in the Account search function
- Select the user
- Select the category of activity
- Select a session/facility/item
- Configure other item settings (will vary by activity/facility/item)
- Select the Checkout icon
- Respond to any Prompts or Waivers (will vary from activity to activity)
- 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
- Select Complete Transaction
- Receipt will appear
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