Account Management


 

Account Actions

Overview 

Account actions are very useful tools found on every user account.

account_actions.png
  • Catalog: Make a purchase on behalf of an account member
  • Waiting List Status: View a list of waiting list entries for the whole account
  • Transaction Browser: View a list of registrations, payments, and credits for this account
  • Voids, Refunds, Transfers: Perform voids, refunds or transfers via the transaction browser
  • Merchant Log History: View a list of credit card payments for this accout
  • Account Statements: View or generate statements for this account
  • Contact Account Holder: Send a message, file, or receipt to this account holder's email address
  • Designate Account Holder: Switch the account holder on this account
  • Account Contact Preferences: Adjust the opt in/out settings for the account
  • Add Existing Account Member: Move an existing user into this account
  • Cards On File: Manage cares on file for this account
  • View Balances: View and manage overdue or upcoming balances, and changes their due dates or take payments
  • Adjust Balance: Manually adjust balance due
  • Adjust Credit: Manually adjust account credit
  • Indicate Bad Payment: Account for bad checks and reverse credit card charges
  • Account Action Log: View the history of edits on this account
  • Email Log: View the history of emails sent to addresses on this account
  • Documents: View documents attached to this account

 

Navigation Instructions

  1. From the Accounts tab, search for the user
    accounts__select_user.png
  2. Select the user
    select_the_user.png
  3. Account Actions will display on the right
    account_actions_in_user_account.png



I'd Like to Request an Enhancement

1 out of 2 found this helpful

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Article Feedback

  • Avatar
    Angela Tao

    What are the security settings to be able to made changes to the "View Balances" section?

  • Avatar
    Becca Drake

    Hi Angela,

    Thank you for your comment. If I am understanding your question, in the Permissions screen, you can give permissions to different groups to adjust balances. If you have any additional questions, please contact Support.

    Thank you,
    Your Help Center Team

  • Avatar
    Terri Beauchamp

    I see that there is a section for Account Notes, but I cannot find a report that you can ask for the notes to be included in the report. So is this field only for notes you want to see when you open the account, but you are unable to print them for different accounts?

  • Avatar
    Becca Drake

    Hi Terri,

    At this time, there is not a report available to pull account notes. Account notes only display in the account. You can submit this as a feature request by following this link: https://www.civicrec.civicplus.help/hc/en-us/community/topics#FeaturedRequests.

    Thank you,
    Your Help Center Team