How to turn on the Apply Change as Credit option?
RecTrac 3.1.10.21.00
Table of Contents
Problem
When RecTrac users take overpayment, they would like the option to apply the change as a credit on the household. How would we turn this on?
Solution
You can enable this feature in the Payment Profile.
Steps For Solution
- From the RecTrac main menu, go to Profile Assignments.
- Identify and highlight the Payment Profile that is active for your user/desired user group.
- Click Update.
- Under the Core Settings group, toggle on Prompt To Add Credit On Overpayments.
- Click Save.
The next time a transaction with an overpayment is processed under this Payment Profile, the RecTrac user will see the prompt to add the amount as a credit to the household.