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. Log in to Recreation Management

2. Search and select a user

3. Select Transaction Browser under Account Actions

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

5. View Balance & Payment History

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

6. Click Refund to initiate a refund

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

7. 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

8. Click Continue

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

9. Click Submit on the Refund Confirmation page

10. 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