Making a Payment to an account in Web

This document will show how to accept a payment from a patron on an outstanding balance in Sportsman Web.

 

Prerequisites: User will need to have permission for View Member Financial checked.

 

This Document will go over:

ü Viewing a patron’s financial details and taking a payment on a balance

 

Making a Payment to a Patron Account

To begin, navigate in Sportsman Web to [Lookup Individual] then enter the patron’s information in the Find Individual screen, click [Search], then select the patron and double click, or click [OK].

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

In this patron’s account, we can see that there a balance of $2.00 for Open Swim.  Click on the [Make Payment] button to be taken to the payment screen.

In the Make Payment screen, you will enter the payment amount, choose whether to apply the payment automatically (first to last) or apply to a specific item, and you can filter by all accounts in the family or by individual family member. Select the [OK] button to proceed to the cash register, where you can add additional items and registrations or select [Checkout] to choose the payment method and complete the payment transaction.

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