Account Actions Overview

Account actions are very useful tools found on every user account to help perform actions within their account.

• 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 account
• 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 cards 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
• View/Print Memberships: View or print membership cards for any account members
  • Note: This action is only visible to users who have registered for a membership
• Membership Transactions: View a summary of membership invoices/payments
  • Note: This action is only visible to users who have registered for a membership
• Indicate Bad Payment: Account for bad checks and reversed 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
• Document View/Upload: View the Document Status for this account.

Navigation Instructions

1. From the Accounts tab, Search for the user
   
   
2. Select the user
   
   
3. Account Actions will display on the right