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
Non-Secure Document Upload: View Non-Secure documents attached to this account
Document View/Upload: View the Document Status for this account.
Navigation Instructions
Log in to Recreation Management.
From the Accounts tab, Search for the user.
Select the appropriate user result.
Account Actions will display on the right.
