Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

Create an Offline Credit/Debit Payment Type

Prev Next

Some merchants provide an external swipe machine that is not connected to Recreation Management. In this case, registrations process through Recreation Management but payment does not go through the gateway. When this setup is necessary, you should create a separate payment type for Offline Credit/Debit.

Instructions

  1. Log in to Recreation Management

  2. Navigate to the Configuration tab, and then select Financial Settings, and then Payment TypesLeft hand navigation menu highlighting the tabs configuration, financial settings, and payment types.

  3. Select Create Payment TypeButton to create a new payment type in the Recreation Management system.

  4. Fill in fields; be sure to check all Credit Card Types Form for adding new payment types with various fields and options to fill out.

    • Description: Brief description of Payment Type

    • GL Code: Select a GL code

    • User Credit?: Indicates Yes/No; contact Support to turn on/off

    • Is Gift Card?: Indicates Yes/No; contact Support to turn on/off

    • Convenience Fee ($): Dollar amount for Convenience Fees

    • Convenience Fee (%): Percent amount for Convenience Fees

    • Min. Convenience Fee: Enter a minimum dollar amount for Convenience Fees

    • Applies Over: Enter a minimum amount required to apply Convenience Fees

    • Convenience Fee GL Code: Select the GL code for Convenience Fees

    • Convenience Fee In-House: Applies an in-house Convenience Fee

    • Convenience Fee Online: Applies an online Convenience Fee

    • Hide In-House: Disables offline/in-house processing of credit/debit payment types

    • Hide From List: Hide this payment type from the list of options on the payment screen

    • Valid Refund Type: Select to enable a Valid Refund Type

    • Cash Receipt Type: Select to enable a Cash Receipt Type

    • Use Quick Pay: Select to use QuickPay

      Note:

      This does not apply to cash or credit/debit.

    • Credit Card Types: Choose from Visa, Mastercard, American Express, or Discover

    • Is Scholarship: Check if this is a scholarship

  5. Click Save New Payment Type Form section for saving new payment type highlighting the Save New Payment Type button.

  6. Use Offline Credit/Debit Payment Type in Transactions