Previous Step: POS Item Management
Account Actions are vital tools for managing user accounts. Both staff and public Users can manage their accounts with staff members having more Capabilities than public users.
Video Instruction
Please watch the video to learn about Account Management. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Reports.
Video: Account Management - Internal
Video: Account Management - Public View
When to Use
Account Management is something staff will utilize as a part of daily operations. Various functions can include:
Performing Voids, Refunds, and Transfers
Managing Memberships for a specific user
Contacting the account holder
Editing User Information
How to Apply
While learning how to utilize Account Management, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.
Please complete the following:
Review the account actions
Practice adding account notes
Familiarize yourself with the transaction Browser
Familiarize yourself with the public view
Familiarize yourself with the public account view
Additional Resources
Here are helpful articles about Point of Sale Setup and Inventory for your reference:
Internal Account Management:
Public Account Management:
Related Lessons
If you are interested in learning more, try completing this lesson:
Next Step: Reports