Summary
Join Brian Hatch as he walks through the topic of updating fees after a sale is completed in RecTrac.
Video
Transcript
00:00:05:04 - 00:00:25:02
Brian Hatch
In this video, we're going to walk through the topic of updating fees after a sale is completed in RecTrac. I'm going to open up global sales here. I have the panel open at the top and select a household that has some transactions linked to it, and that'll bring me into global sales. And at the top I'm going to open up the tab, says Purchase history.
00:00:25:05 - 00:00:48:22
Brian Hatch
That will show me all items that have been previously purchased by this household and I can see that I have an activity facility, and a pass linked to this household. At this point, I can highlight the item that I want to update my fees on. So I’ll highlight the activity and choose update fees below there and update fees underneath that. That will bring up our fee window and it will show any fees that are currently linked to the enrollment.
00:00:48:22 - 00:01:08:07
Brian Hatch
So in my example, I have a swim fee and I have a diaper fee and I have an amount and a quantity on my swim fee and my diaper fee is currently set to $0. So at this point I could increase one or both line items or decrease depending on whatever the scenario calls for. I'll just say we wanted to add in $1 for the swim diapers.
00:01:08:10 - 00:01:28:20
Brian Hatch
I can then continue. The item will move from purchase history into the shopping cart. In this case, the extra dollar is now assessed and it's going to prompt me to make that payment to finalize so I can advance through the payment screen and decide how I want to make that payment to finalize and produce the receipt for the transaction.
00:01:28:23 - 00:01:31:29
Brian Hatch
And that is how you do an Update fees in RecTrac