Transferring a User Credit

This article outlines the method of transferring your community members' current user credit from your previous system into Recreation Management.

Important Note:

To avoid any accounting discrepancies, transferring account credit should be done before taking any real payments.

Instructions

1. Create an account for the renter

   Note:

   If you purchased a User Import, make sure the import is completed before beginning to transfer user credit accounts. If you have purchased a User Import, skip to step 2.

2. Create "Paid in Old System" Payment Type

3. Set Up User Credit as a Point Of Sale (POS) item

4. Apply User Credit to the community member’s account from the Catalog

   1. Navigate to the Catalog:

   2. Search for and select the renter's account:

   3. Select the Point of Sale tab:

   4. Select the User Credit button:

   5. Select the Cart icon in the top right corner:

   6. Click the Checkout button:

   7. In the Payment screen, edit the amount of User Credit you are transferring to the community member's account:

   8. In the Add payment menu, click + Paid in Previous System:

   9. Click Add Paid in Previous System Payment

   10. Click Complete Transaction

   11. Review the Receipt

5. View user Credit for an Account