Applying Credits in Web

 

Sportsman allows you to apply various credits to your patron’s accounts. These credits can then be used for future purchases with your organization.  In this document we will explain the different types of credits, and how to apply them.

This Document will cover:

ü  Credit Types

ü  Applying Credits to a Patron’s Balance

ü  Applying Credits to a New Sale

ü  Refunding Paid Credits to a Patron

 

Credit Types

Paid Credits are created when the customer pays for something that is later refunded as a credit. These credits can be used for any sale, or may be refunded back to the customer.

Courtesy Credits are credits that don’t represent money paid by the patron, and can be given at the discretion of your organization. In order to accept courtesy credits as payment the Accept Courtesy Credit Payments option must be selected in the activity definition, or fee definition of the item or registration the patron is paying for.

 

Applying Credits to a Patron’s Balance

To begin, navigate to the patron’s Profile Information screen, then click on [Account Details]. Unapplied Credits will be shown in the upper left corner of the patron’s Account Details screen. The customer in the example below has $155.00 in unapplied credits, and an unpaid balance of $2.00. Select [Apply Credits].

In the Apply Credits screen, enter the total amount of the credits you wish to apply and click [OK].

 

Applying Credits to a New Sale

Either from the patron’s Profile Information screen or from your Cash Register, sign the patron up for a new activity then select [Checkout] in the Cash Register. If the patron has available credit, you will be directed to the Credits on Account for … screen. Select [Apply Credit] to complete the sale.

 

Refunding Paid Credits to a Patron

You may choose to refund paid credits to a patron rather than leaving unapplied credits on the patron’s account. In the Patron’s Account Details select [See Credit Details].

Credit Summary screen:

          [Details of Highlighted Credit] shows the history of the selected credit.

          [Refund Available Credit] will take you to the Refund/Credits screen where you can refund the credits to the patron. Enter the amount to refund, and method of refund (check, credit card, cash). You may also choose to select another patron to receive the refund. Select [OK] to complete the transaction.

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