Payment Types in Recreation Management categorize forms of payment for every transaction, such as scholarships, cash, check, and department credit. Some payment types may not be viewable on your Recreation Management public website, so you can only access them internally.
This article will show you how to edit an existing Payment Type.
Important Note:
Cash/Check and Credit/Debit payment types are commonly mapped to the same account but it is not required. However, your Account Credit and Refund Check Request payment types must be assigned to individual liability codes.
Instructions
Log in to Recreation Management
Navigate to the Configuration tab, and then select Financial Settings, and then Payment Types
Click the Edit tool (pencil icon) next to the Payment Type you want to modify
Make edits
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: Convenience Fees applied if the charge to payment type is at least this amount
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:
Does not apply to cash or credit/debit
Credit Card Types: Choose from Visa, Mastercard, American Express, or Discover
Is Scholarship: Designate this payment type to be assignable to scholarships. Once set, this cannot be undone.
Select Save Payment Type
