Permits


 

Bill Out a Facility Permit

Overview 

This article will show you how to Bill Out a Facility Permit. This will allow you to pay for reservations. 

Important Note

  • If you want to bill out a permit with 100 or more reservations, the Permit Editor will automatically run Background Jobs. This means that your Permit will not immediately Bill Out, but the Permit Editor will run background jobs and notify you when they are completed.

Instructions

  1. Navigate to Facilities > Permits
    Facilities_-_Permits.png
  2. Next to the Permit #, select to either Create a New Permit or Lookup an existing permit
    new_or_lookup.png
    • new.png Create New Permit: View our article Create a Facility Permit for more information
    • lookup.png Lookup Existing Permit
      permit_lookup.png
      • Customer Name: Lookup the account
      • Date Range: Enter a date range
      • Search: Click Search
      • Results
        Select_Permit.png
        • Select your Permit
  3. In the Preview Reservations on the right-hand side, select the Reservation dates you want to pay for
    Select_Reservations.png
  4. Click Bill Out at the top of the page
    Bill_Out2.png
  5. Reply Go to Checkout to the Billing out # selected reservations prompt
    go_to_checkout.png
  6. Complete any Waivers or Prompts (will vary by facility)
  7. Select your Payment type
  8. Add Payment Information (will vary by type) and click Add [Payment Type]
    Add_Cash_Payment.png
  9. Click Complete Transaction
    Complete_Transaction.png
  10. View your Reservation Receipt
    view_receipt.png
    • Receipt: Choose to Send (envelope), Print (printer), or Print Thermal (print as a receipt)
    • Permit: Choose to Send (envelope) or Print (printer)



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback