Balance History & Refunds in the Transaction Browser

Overview

In order to follow the history of a particular transaction on a user's account, we recommend you use our History option in the Transaction Browser.

Within the Transaction Browser, you can also Initiate and submit Refunds.

Instructions

1. Search and select a user

2. Select Transaction Browser under Account Actions

3. Select the History button (clock icon) for an Activity, Reservation, or POS Item

4. View Balance & Payment History

   Note: This pop-up provides detailed information on the selected transaction, including when balances were paid, current balances, etc.

5. Click Refund to initiate a refund

   Note: Select multiple items and click Refund Selected Items to refund multiple items at one time.

6. Review the Refund details

   • Payment Type: Select method of payment

   • Refund Items: Select which items you want to refund

   • Balance Reduction and Refund Amount: Enter dollar amounts

   • Refund Reason/Note: Choose to provide more information about the refund

7. Click Continue

   Note: If you choose to Remove from Roster, you must select OK on the prompt.

8. Click Submit on the Refund Confirmation page

9. View your receipt

   • Email Receipt: Email the receipt to the user

   • Print Receipt: Print the receipt on any paper

   • Thermal Print: Print the receipt on receipt paper