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
    civicrec_catalog.jpg
  2. Enter the 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 a session/facility/item
    Activity.png
  6. Configure other item settings (will vary by activity/facility/item)
  7. Select the Checkout icon
    Checkout.png
  8. Respond to any Prompts or Waviers (will vary from activity to activity)
  9. 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
  10. Select Complete Transaction
    Complete_Transaction.png
  11. Receipt will appear
    Receipt.png



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