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
From the Accounts tab, Search for the user
Select the user
Account Actions will display on the right
