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
Log in to Recreation Management
Navigate to the Catalog tab
Search for and select the user's Account
Choose the category of activity
Select a session/facility/item
Configure other item settings (will vary by activity/facility/item) and click the Add to Cart button
Select the Checkout button
Respond to any Prompts, Waivers, or Documents (will vary based on setup)
Note
If you are logged in as a staff member you will need to upload documents after checkout. To learn more about Document Management please see our Document Management Guide article.
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. These options may very based on settings.
Note: All dollar amounts are editable on this screen.
Select Complete Transaction
View the receipt
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