Process a Transaction Internally

This article will show you how to process a transaction internally through the Catalog.

Important Note:

The process may differ slightly, depending on the session/facility, but the navigational steps are the same for all transactions.

Instructions

1. Navigate to the Catalog

2. Search for and select the user's Account

3. Choose the category of activity

4. Select a session/facility/item

5. Configure other item settings (will vary by activity/facility/item) and click Add to Cart

6. Select the Checkout icon

7. Respond to any Prompts or Waivers (will vary based on setup)

8. Review details on the Payment screen

   Notes: If needed, add notes for the transaction

   • Date Override: If needed, change the date of the transaction

   • Pay Later: Set the full balance in the cart or a percentage (25%, 50%, or 75% of the total) to be due at a later date. This will pick up everything in the cart. Learn more about Pay Later.  

   • + next to name and session: This option can be used to add Discounts or Add-Ons

   • Available Payment Plans: If applicable, select a payment plan for the user

   • Pricing Options Arrow: If needed, select the arrow next to each line item amount to set pay later and add a due date on an individual item

   • Gift Card Code: Claim a gift card code, if applicable

   • Add Payment: Choose a payment method

     Note: All dollar amounts are editable on this screen.

9. Select Complete Transaction

10. View the receipt

11. If needed, choose a Receipt action

    • Email: Send an email receipt to the account holder (receipts will not automatically be emailed on internal transactions)

    • Print: Select to print or save a PDF copy of the receipt

    • Thermal: Choose to print via a thermal receipt printer

Resources

• Redeem Gift Card with User Credit

• Redeem Gift Card with Payment Types

• Apply Pay Later in Checkout