You can adjust individual reservations in a permit that has already been billed out. You can't change all reservations at once. Because billed-out reservations affect financial records, you must adjust each one separately.
Instructions
Sign in to Recreation Management
Click Facilities:
Click Permits:
Click New Permit, or Permit Lookup to select an existing permit:
Create New Permit: Create a Facility Permit
Lookup Existing Permit
Complete the Permit Lookup fields:
Customer Name: Look up the account
Date Range: Enter a date range
Click Search:
Select the Permit:
Click the Adjust icon for the individual reservation you need to adjust:
Fill out the Rental Adjustment fields:
Date/Time: Displays the current date and time
Facility: Choose the facility
Rate Type: Choose a rate type
Adjustment Notes: Add any relevant notes
Amount Paid/Unpaid Balance/Account Credit: Displays financial status
New Date: Create a new date
New Times: Create a new To and From time frame
New Fee: Displays the new fee
Fee Override: Select and enter a dollar amount to override the fee
Change in Balance: Will automatically calculate the change in balance
Change in Credit: Will automatically calculate the change in credit
Fill out the Basic Details fields:
Date/Time: Displays current date and time
Color: Use the color palette or enter HTML code to select a color
Custom Event Title: Enter a custom event title
Status: Choose On hold, Pending, Reserved, or Tentative
Rental Notes: Add any relevant notes
Choose a Save option
Rental Adjustment: Click Perform Rental Adjustment
Basic Details: Click Save Rental Details
