Overview 

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

Important 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 the Catalog
   
   
2. Enter the user's name in the Account search function
   
3. Select the user
   
4. Choose the category of activity
   
5. Select a session/facility/item
   
6. Configure other item settings (will vary by activity/facility/item)
   
7. Select the Checkout icon
   
8. Respond to any Prompts or Waivers (will vary based on setup)
9. Review details on the Payment screen
   
   
   • Notes: Add notes for this transaction
     
   • Date Override: Change the date of the transaction
     
   • Pay Later: Set the full balance in the cart or a percentage (25%, 50%, or 75% of the total) to be due at a later date. This will pick up everything in the cart. Learn more about Pay Later. 
     
   • + next to name and session: Add Discounts or Add-Ons
     
   • Available Payment Plans: Select the appropriate payment plan for the user
   • Pricing Options Arrow: Select the arrow next to each line item amount to set pay later and add a due date on an individual item.
     
   • Gift Card Code: Claim a gift card code, if applicable
   • Add Payment: Choose a payment method
     
   • Note: All dollar amounts are editable on this screen.
10. Select Complete Transaction
    
    
11. View the receipt
    

Resources

• Redeem Gift Card with User Credit
• Redeem Gift Card with Payment Types
• Apply Pay Later in Checkout