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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Pay on Behalf of Another User

  • Updated:

This article will show you how to use the Catalog function in Account Actions to pay on behalf of another user.

 

 

Important Note

When you pay on behalf of another user, it becomes more difficult to process the refund because you have to add the user to the payee's account to process a full refund.

 

Instructions

  1. Log in to Recreation Management
  2. Use the Search bar and select your desired user
    Rec Account Use the Search bar and select your desired user
  3. Under Account Actions Click Catalog
    Select the catalog line item under Account Actions
  4. Select an item to check out
    select an item to check out
  5. Click the Add To Cart button
    click the add to cart button
  6. Click Checkout
    click the checkout button
  7. Fill out any Prompts or Waivers (will vary, depending on the activity/event)
  8. Choose a payment method under Add Payment
    add payment
  9. Use the Payer Account search bar to search for and select the account you want to use to pay for the transaction
    Rec Catalog Cart Checkout Payer Account
  10. Click the Complete Transaction button
    click the complete transaction button
  11. View the Transaction Receipt
    Review the receipt

Comments

Let us know what was helpful or not helpful about the article.

1 comment

Date Votes
  • Chelsea Moberg

    Is there a way to pay for multiple transactions (say 2-3 participants from different households) in one cart? Thinking about card payments which can be blocked if we have 'duplicate' charges in quick succession.

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