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Pay on Behalf of Another User

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This article will show you how to use the Catalog function in Account Actions to pay on behalf of another user.

Important Note:

When you pay on behalf of another user, it becomes more difficult to process the refund because you have to add the user to the payee's account to process a full refund.

Instructions

  1. Log in to Recreation Management

  2. Use the Search bar and select your desired user Highlighted Search bar and selected user on the accounts page.

  3. Under Account Actions click Catalog Account Actions catalog selection highlighted for selection.

  4. Select an item to check out Catalog Membership section with a list of activities and a highlighted session selection.

  5. Click the Add To Cart button Catalog membership selection for fitness program with highlighted account member and add to cart option.

  6. Click Checkout checkout button highlighted in the expanded cart menu.

  7. Fill out any Prompts or Waivers (will vary, depending on the activity/event)

  8. Choose a payment method under Add Payment Payment options for membership including cash, check, and credit card selections.

  9. Use the Payer Account search bar to search for and select the account you want to use to pay for the transaction Pay screen with Payer Account box highlighted for search example.

  10. Click the Complete Transaction button Complete Transaction button highlighted on payment screen.

  11. View the Transaction Receipt
    Transaction receipt detailing payment and registration information.