Viewing Patron Financial Account Information in Web

Sportsman provides a great place for your patron account information.  Understanding where to view, edit and add that information is vital to the success of your programs. 

 

This document will cover:

ü Navigating to the Member/Patron Information Screen

ü Viewing Financial History Information: Charges, Adjustments, and Payments

 

Navigating to the Member/Patron Information Screen

To begin, click on your [Lookup Individual] Quick Link from your Sportsman Web Dashboard, or select [Action] > [Lookup Individual] to search for the patron by name, member ID, barcode, or other identifying information. Highlight the patron’s name, and click [OK] to proceed to their Profile Information screen.  

  

 

Viewing Financial History Information: Charges, Adjustments, and Payments

From the patron’s Profile Information screen select the [$ Account Details] button to proceed to the Account Details screen.

Here you will see the financial history for this customer. On the left side of the screen are the different viewing options. 

·       [See Credit Details]: Select this button to view a breakdown of any available account credits. You can select the check box to view credits which have already been used in this breakdown.

·       [Account Notes]: Select this button to view, edit, or print any financial notes for the patron.

·       The Show drop-down will allow you to filter by All charges, Outstanding charges, or to search by a Date Range.

·       The View drop-down will allow you to view only charges attached to the member you have selected, or to view charges for the entire family group.

·       Show Voids: Selecting this box will allow voided sales to be shown.

·       Hide Deleted: Selecting this box will hide deleted, or sales that have been refunded.

The Account Details Screen has four different tabs

·       The Charge View tab is the default screen and the one used most often. It shows a list of transactions by date, and a balance.

·       The Receipt Summary tab shows a list of the patron’s receipts with the time of sale.

·       The Receipt View tab shows the receipt detail. From this tab you can print or email a copy of the receipt, see how the payment was applied, or print a check request. The Highlighted Receipt will be shown in the view box with the date and time of sale, receipt number, and user ID for the person who processed the sale in the bottom left corner. This information is useful for record keeping and trouble shooting.

·       Payment List Tab: You can view the history of payments that have been made on the account. From this screen you can print the payment list, print a Patron Payments Report, or view payment details for a highlighted payment.

 

SM:DMA:B:July 22