Adjusting Account Balances in Web

Sportsman allows you to reduce a customer’s account balance by applying adjustments according to your business practices when activities are cancelled or a patron desires to withdraw, etc.

This Document will cover:

ü  Adjusting Account Balances

 

Adjusting Account Balances

To begin, navigate to the customer’s account screen by selecting [Action] > [Lookup Individual].

In the patron’s Profile Information screen, select [Account Details].

Select the charge you want to reduce, then click [Apply Adjustment].

Enter the adjustment type and amount, enter any notes pertaining to the adjustment, then select [OK] to proceed to the cash register.

From the Cash Register, select [Checkout], then finish the transaction.

 

 

SM:PAM:B:NOV21