How to change the default payment amount due from Total Amount to None in 3.1
Problem
At this time we can only register participants if they pay the amount due in full. RecTrac is set up in a way that will not allow us to process a registration with a partial nor no payment at all. Can you please show us how to correct this so we can register people in our programs that will either be on payment plans, or getting partial funding elsewhere?
Solution
This setting is maintained, by module, on your Payment profile Default Payment Amount Settings group.
1. In RecTrac, go to Management Ribbon System Management User/Menu/Profile Management group Profile Management.
2. Highlight/select your Payment profile, and click Change
3. Expand the Default Payment Amount group.
4. For each module, expand the Drop-down list and select the payment amount option. If you allow patrons to register without making any payment at all, then you can select 'None.'
5. Make changes as needed and click Save. Change take effect immediately.
6. Repeat these steps as needed for your other Payment profiles.
Note: If you use WebTrac, and if you require patrons to pay at the time of registration when using WebTrac, then be sure to create a separate Payment profile for your WebTrac User ID (typically 'WWW') and link it directly to that User ID. When creating the Payment profile for the WebTrac User ID, ensure you make the proper selections in the Default Payment Amount Settings group. Generally speaking, patrons should always be required to pay the full amount due when using WebTrac. Your organization's policy may vary. Refer to the ToolTip 'i' Help for a full description of the various Default Payment Amount options.