The Payment profile allows you to establish settings for processing payments and refunds in RecTrac, such as allowed Pay Codes and allowed Refund Codes. Other settings, such as PIN and household match requirements and payment restrictions are controlled here as well.
See Also: Topic Doc - Refunds.
Making changes to a profile is an Audited Event. Additionally, Linking, Removing, Purging, and Cloning profiles are also Audited Events.
See Also: Topic Doc - RecTrac Profile Assignments Screen, Hierarchy Guide, and Profile Listing.
See Also: Video - Profile Review
SAProfile_Payment_Payment_Tab1
Require Gift Certificate PIN (SAProfileDetails_RequireGiftCertificatePIN)
Select this option to require patrons to provide/enter a personal identification number (PIN) in order to use gift certificates as payment.
Note: When requiring a PIN for gift certificate redemption it is a good idea to enable the Print PIN on Receipt option. On the standard VSI design this field is located in the Gift Certificate Settings group of Pos Service Item Update.
See Also: Topic Doc - Gift Certificates/Gift Cards.
DeleteRequire Household Match On Household Linked Gift Certificates (SAProfileDetails_RequireGiftCertificateHouseholdMatch)
Select this option to require a household match when patrons attempt to remit with a gift card/certificate for services being sold to their household.
When this option is selected:
- Gift certificates can be redeemed only if the family member attempting to use the gift certificate is a member of the household to which it was sold.
- A gift certificate is sold as a Daily" sale (i.e. a gift certificate sold using the Daily/Guest Household and a free form name is linked to it at the time of sale) can be redeemed for Daily/Guest sales in RecTrac only (i.e. sales to the RecTrac Daily/Guest Household only).
When this option deselected a gift certificate can be used by any household for any sale in Global Sales/Touch POS/WebTrac.
Enabling this option is a good idea if you link your gift certificates directly to households in your database for it ensures that only members of the linked household can use them.
Keeping this option disabled is a good option if you use free form names on your gift certificates and wish to allow patrons to use them for any purchase in RecTrac/WebTrac.
See Also: Topic Doc - Gift Certificates/Gift Cards.
DeleteRequire Household Match With Punch Payment Passes (SAProfileDetails_RequirePunchPaymentHouseholdMatch)
Select this option to require a household match when patrons attempt to remit with a Punch Payment Pass for services being sold to their household.
When this option is enabled, Punch Payment Pass credits can be used only if the family member attempting to use the pass is a member of the household to which it was sold.
When this option deselected, Punch Payment Pass credits can be used as payment to for services to any household.
Punch Payment Passes are established maintained in Pass Management • Punch Pass Settings group
DeleteAllow Coupons (SAProfileDetails_AllowCoupons)
This option determines whether you will see an Add Coupons button on Payment Screens.
Select this option to allow use of coupons when processing transactions linked to this Payment profile.
Deselect this option to disallow the use of coupons for transactions linked to this Payment profile.
Coupons are maintained in Coupon Management.
See Also: Topic Doc - RecTrac Coupons.
DeleteAllow Scholarship Use Across Family Members (SAProfileDetails_ShareScholarship)
Select this option if you want to allow scholarship use at the "household level" as opposed to at the "family member level." When this option is enabled a scholarship issued to a single family member of a household can be used as remittance for a service by any member of the family.
Leave this option deselected if you want scholarships to be used only by those family members to whom they are issued.
For example The Parks at Bedford Falls issues a $100 scholarship to Mary Bailey. With this option enabled Mary can use that scholarship as payment for activity enrollments for her children Tommy Zuzu and Pete. With this option disabled Mary would be allowed to use that scholarship for purchases for herself only.
See Also: Topic Doc - RecTrac Scholarships.
DeletePrompt To Add Credit On Overpayments (SAProfileDetails_PromptForCredit)
Select this option to allow clerks the option of applying overpayments made during a transaction to the household credit balance. This allows you the option of applying overpayments to a household's credit balance as opposed to cancelling the transaction or giving change back. For example, you do not allow change back. An activity registration is $50.00.The patron writes a check for $75.00. With this option enabled, the clerk could opt to apply the $25.00 overpayment as a credit balance for the household or the clerk could cancel the transaction. With this option deselected, the clerk would have to cancel the transaction as no change back is allowed for Check transactions.
Deselect this option to allow clerks the option of giving cash back (as applicable) or cancelling the transaction in the event of an overpayment.
Note: When this option is enabled and you are paying more than is due and choosing the option to Apply as a Credit the overpayment will get added to the DataGrid as an "Add Credit" line with a credit that will be available for anything in any module. Going this route does not allow you to apply credit restrictions such as making the credit available for an activity registration only.
If you want to add a credit with specific restrictions (i.e. it can be used only in the Activity module) you need to do this as a separate payment.
Prompt User When Not Paying In Full (SAProfileDetails_PromptToPayInFull)
Select this option to have the system prompt users in the event a payment being made with this Payment Code is not the full amount due (i.e. in the event of a partial payment). The system will provide the option to continue with the partial payment or to cancel.
Deselect this option to skip this check and the subsequent prompt.
DeleteUpdate Facility Reservation Status to Firm" On Payment (SAProfileDetails_UpdateFRStatusOnPayment)"
Select this option to have the system change facility reservation status from 'Hold' or 'Tentative' to 'Firm' when a payment is made toward the reservation balance (a partial payment or full payment). This is a good option if you allow facility reservations to be made without payment (and then assign those reservations a status of 'Hold' or 'Tentative') but then require payment prior to the event date. Using this option the reservation status will change to 'Firm' only after a payment is made.
Deselect this option if you prefer to change facility reservation status manually OR if you do not use 'Hold' and/or 'Tentative' reservation statuses.
Note: When this option is selected the reservation status will change to 'Firm' whenever a payment of any amount is made toward the reservation. So if a partial payment is made at the time of reservation the status will change to 'Firm' upon completing the transaction even if the status was 'Tentative' or 'Hold' when the reservation was added to the cart. This includes deposit payments as well as payments toward the principle balance.
Change Due Pause (SAProfileDetails_ChangeDuePause)
Enter a value in this field, if desired. The value you enter is the number of seconds that Change Due" will appear on a cash register pole display when completing a transaction in RecTrac. For example entering "10" in this field will result in "Change Due: < 'x' dollars and 'y' cents>" displaying for 10 seconds upon completion of a transaction in RecTrac where the customer is due change.
DeleteDemographics Prompt Setting (SAProfileDetails_DemographicsSetting)
Select your Demographics Prompt Setting. Demographics Tracking is available for all modules in RecTrac or for POS Service Items and POS Inventory Items only. When you make a selection in this field other than None a Mandatory field for demographics will appear on Payment screens in both RecTrac and WebTrac. The option you select here determines the Demographic data you will enter.
- None - You do not track demographics. No demographics field will appear on Payment screens.
- PSS/PSI Zip Code - Daily Sale Only - A Mandatory Zip Code field will appear when a Daily sale is processed for POS Service Items and POS Inventory Items that have the Include in Demographics toggle option enabled.
- PSS/PSI Free Form - Daily Sale Only -A Mandatory Free Form Comments field will appear when a Daily sale is processed for POS Service Items and POS Inventory Items that have the Include in Demographics toggle option enabled.
- PSS/PSI Demographics Code - Daily Sale Only - A Mandatory Drop-down list will appear when a Daily sale is processed for POS Service Items and POS Inventory Items that have the Include in Demographics toggle option enabled. The list will contain your Demographics Codes. Demographics Codes are maintained in System Code Management. Type = Demographics.
- PSS/PSI Zip Code - All Sales - A Mandatory Zip Code field will appear when a Sale is processed for POS Service Items and POS Inventory Items that have the Include in Demographics toggle option enabled. The Zip Code field will populate automatically when a sale is made to a household provided the Household has a Zip Code on its record in Household Update.
- PSS/PSI Free Form - All Sales - A Mandatory Free Form Comments field will appear when a Sale is processed for POS Service Items and POS Inventory Items that have the Include in Demographics toggle option enabled.
- PSS/PSI Demographics Code - All Sales - A Mandatory Drop-down list will appear when a Sale is processed for POS Service Items and POS Inventory Items that have the Include in Demographics toggle option enabled. The list will contain your Demographics Codes. Demographics Codes are maintained in System Code Management. Type = Demographics.
- Zip Code - All Modules All Sales - A Mandatory Zip Code field will appear whenever a Sale is processed in any Module. The Zip Code field will populate automatically when a sale is made to a household provided the Household has a Zip Code on its record in Household Update.
- Free Form - All Modules All Sales - A Mandatory Free Form Comments field will appear whenever a Sale is processed in any Module.
- Demographics Code - All Modules All Sales - A Mandatory Drop-down list will appear whenever a Sale is processed in any Module. The list will contain your Demographics Codes. Demographics Codes are maintained in System Code Management. Type = Demographics.
Notes:
- To track demographics for POS Service Items and POS Inventory Items enable the Include in Demographics option on the applicable Service Items and Inventory Items.
- When using any of the "All Modules All Sales" options POS Service Items and POS Inventory Items will be exempt unless they have the Include in Demographics toggle option enabled.
- There is no Include in Demographics option anywhere else in RecTrac other than for Service Items and Inventory Items. When using any one of the "All Modules All Sales" options the system simply presents the Mandatory Demographics field on the Payment screens in RecTrac and WebTrac for all sales in all modules. There is no way to "exempt" a particular Module or Items within a Module from Demographics tracking (other than for POS Service Items and POS Inventory Items as mentioned above). In other words the "All Modules All Sales" options are "All or Nothing" options.
Override Minimum Amount Due For (SAProfileDetails_OverrideMinimumAmountDue)
Select the modules you for which you want to allow overrides to the minimum amount if desired.
This allows users to override the minimum amount due for the selected modules. Users that do not have the current module specified in their Payment profile during a transaction will be given the chance to enter the login info of a user who does and thus override the minimums amount due as well.
Leave this field blank if you don't want to allow overrides against the minimum amount due (i.e. if you always want patrons to pay at least the minimum amount due.
For example your minimum amount due for an activity enrollment is $25.00. When attempting to enroll into 'Roughing It' Henry Thoreau wants to pay $10.00 thus not meeting the minimum amount due. If the clerk processing Henry's enrollment has the Activity Enrollments module in this field on their Payment profile they will be able to accept the $10.00 as a valid payment even though it is under the minimum amount due. If the clerk doesn't have Activity Enrollments in this field on their Payment profile but the manager does then the manager could enter their login credentials and process the transaction.
The fields for establishing minimum amounts due against a fee are found in Advanced Fees Update.
This field is applicable to transactions in RecTrac only.
DeleteRequire Payment Reference For (SAProfileDetails_RequirePaymentReference)
Select the modules for which you want to require a Payment Reference, if any. If a transaction involves any of the modules selected, then you will be required to enter a reference at the Payment screen.
Note: Payment References can be required by individual Payment Code. Enable the option to Require Reference option on the Payment Code in Payment Code Update.
Require Refund Reference For (SAProfileDetails_RequireRefundReference)
Select the modules for which you want to require a Refund Reference, if any. If a refund transaction involves any of the modules selected, then you will be required to enter a reference at the Refund Screen.
Note: Refund References can be required by individual Payment Code. Enable the option to Require Refund Reference option on the Payment Code in Payment Code Update.
Allowed Refund Options (SAProfileDetails_AllowedRefundOptions)
Select the refund types you want to allow for refund transactions processed by users linked to this Payment profile. When a transaction results in a refund situation and the user continues to the Refund screen the refund options selected here will be available.
If no options are selected here the refund choice during a transaction will have the value "No refund options are available and the user will not be able to process the refund. This is a good option if you wish to control which users can process refunds.
Refund Options include:
- Refund Apply - The refund will be applied back to the household as a credit in RecTrac. The household balance will be updated accordingly.
- Refund Finance - Your Finance department will ensure the household gets refunded. The household balance in RecTrac will be updated accordingly.
- Refund Now - The refund will be processed now" as a cash back situation either as literal cash back or a credit to the patron's credit card. This is determined by you organization's policy. The household balance in RecTrac will be updated accordingly.
- Refund Void - The refund will be processed "now" as a cash back situation. The Refund Void should be used when mistakes are made. It allows you to determine whether the refund was processed to correct an error. The difference between Refund Now and Refund Void is that the refund void will never debit the Refund GL code associated with the bill code. Only the original Revenue GL code will be debited. Refund reports can also report on Refund Void refund types.
Note: You can override the "No refund options are available" message if desired. When attempting to process a refund and the user is linked to a Payment profile with no refund options selected a lock icon will appear next to the Refund Options field. Selecting that will "pop" a user override window. Enter a valid User ID and password. The system will allow you to use the Refund Options and Refund Pay Codes from that user's Payment profile for the current refund transaction.
Default Gift Certificate Payment Value (SAProfileDetails_DefaultGiftCertificateValue)
Select your Default Gift Certificate Payment Value. This option determines how the Global Sales Payment screen and Touch POS Payment screen will react when a gift certificate Payment Code is selected.
- First Available Gift Certificate - When a household sale is performed and a gift certificate pay code is selected and the household has a gift certificate(s) linked to it the system will default in the first gift certificate found so the user can simply click Process. When a Daily sale is performed and a gift certificate pay code is selected the system will default to the Swipe Card field so the user could swipe a gift certificate barcode/mag stripe and then click Process to finish the sale.
- Free Form Number - When a household sale is performed and a gift certificate pay code is selected and the household has a gift certificate(s) linked to it the system will default to the Swipe Card field so the user can scan the gift certificate card and click Process process to finish the transaction. Optionally the user can still select any gift certificates that are linked to the household. When a Daily sale is performed and a gift certificate pay code is selected the system will default to the Swipe Card screen so the user can scan the gift certificate card and click Process to finish the transaction.
See Also: Topic Doc - Gift Certificates/Gift Cards.
DeletePrompt for Credit Restrictions (SAProfileDetails_PromptForCreditRestrictions)
When this option is enabled, the system will automatically prompt the user when adding a credit balance to a household to apply restrictions on the credit.
Note: When not enabled the system will skip the credit balance restriction prompt and automatically make all credits available globally.
Allowed Credit Restrictions (SAProfileDetails_AllowedCreditRestrictions)
Select the Credit Restrictions you wish to use for this facility, if desired.
This will determine the credit restrictions a user linked to this profile can apply when adding a credit to a household or when updating a credit through the Credit Balance Dashboard.
Credit Restriction codes are maintained in System Code Management (Type = Credit Restriction)
DeleteAllow Custom Credit Restrictions (RecTrac Only) (SAProfileDetails_AllowCustomCreditRestrictions)
Selecting this option will determine if a CUSTOM option will be given in the Credit Restriction prompt when adding a credit to a household or when updating a credit through the Credit Balance Dashboard.
The custom option will be used to give the user access to create their own credit restriction manually using the existing module, category, type, subtype, site code, site category, site area settings.
Note: This field will only be displayed / set if the "Prompt for Credit Restrictions" toggle is enabled.
Default Credit Availability From Cancel\Change (SAProfileDetails_AutoCreditModule)
Select how new" credits should be made available when performing a transaction that results in a credit due to a refund situation. Your options are:
- Original Module Only - By default the credit will be available immediately for services in the module from which it originated. For example if a patron cancels an activity enrollment the credit will go to the Activity module where it can be used immediately as payment for a subsequent enrollment on the same receipt.
Notes: This is a default setting only; credits are NOT limited to the original module only. Rather they are simply available in the original module immediately meaning they can be used on the same transaction. To use the credit in another module you would have to process a second transaction.
When this option is selected the system considers all POS modules (POS Inventory POS Service Items and POS Tickets) as "one module" and not three (3) separate modules. For example a credit created from a POS Inventory return will be available immediately and can be used for a POS Service Item sale etc.
- All Modules - By default the credit will be immediately available for services in any module regardless of the one from which it originated provided the module is listed in the Auto-Use fields below. For example if a patron cancels an activity enrollment the credit will go to the "Global" module where it can be used immediately as payment for any service on the same receipt such as a pass membership or facility rental etc.
Auto-Use New Credits For (SAProfileDetails_AutoUseNewCredit)
Select the modules you want to have new" credits made available to if desired.
"New credits" are those which are created as a result of a refund scenario prior to the transaction being completed.
"Existing credits" are those which existed on the household before the current transaction started regardless of how they became credits (i.e. due to a refund due to a pre-payment etc.
For example on Monday Florence Nightingale enrolled into "Beginners First Aid." On Tuesday she realizes she should have enrolled into "Advanced First Aid" instead and decides to cancel Beginners and enroll into Advanced. Upon canceling "Beginners First Aid but before the receipt is generated, a credit is created. That is a new" credit because the transaction has not been completed. At this point Florence can use the "new" credit to for payment toward services in any module listed in this field. If she opts to enroll into "Advanced First Aid" at this time the "new" credit will be applied immediately toward the new enrollment and both transactions will appear on the same receipt.
DeleteAuto-Use Existing Credits For (SAProfileDetails_AutoUseExistingCredit)
Select the modules you want to have existing" credits made available to if desired.
"New credits" are those which are created as a result of a refund scenario prior to the transaction being completed.
"Existing credits" are those which existed on the household before the current transaction started regardless of how they became credits (i.e. due to a refund due to a pre-payment etc.
For example during your winter session Henry Thoreau enrolled into "Roughing It." A few days later he decided to cancel the enrollment due to time constraints. Upon completing the cancelation he opted NOT to purchase any other services and printed a receipt. The refund was applied to his household. At this point Henry has an "existing" credit because the transaction is complete and the receipt for the cancellation has been printed. At any time in the future Henry can use this credit toward services in any module listed in this field. At the onset of your spring session Henry decides to enroll into "Wilderness Living and he opts to use his existing credit from the "Roughing Itá cancellation a few months prior. Upon completing the enrollment and printing the receipt the existing credit is used.
DeleteAllowed Pay Codes (SAProfileDetails_AllowedPayCodes)
Select the Payment Codes you want to allow users linked to this profile to have access to when processing a sale. The Payment Codes listed in this field populate the Pay Code field on the Payment screen in Global Sales Touch POS WebTrac etc.
Payment Codes are maintained in Payment Code Management.
DeleteAllowed Refund Pay Codes (Refund Now) (SAProfileDetails_AllowedRefundPayCodes)
Select the Payment Codes you want to allow users linked to this profile to use when processing a refund. Foreign Currency payment codes cannot be used for refunds. The Payment Codes listed in this field populate the Pay Code field on the Payment screen in Global Sales Touch POS etc.
Payment Codes are maintained in Payment Code Management.
DeleteCheck For These Pay Codes During Refunds (SAProfileDetails_PreviousPaidPayCodes)
Select Payment Codes as needed. When processing refunds, the system will look at the pay codes in this field. If the original sale was processed using any of the payment codes listed here, the system will present an information message stating the original Payment Code used for the sale. The clerk must acknowledge the message prior to continuing with the refund.
This message simply tells the clerk the original tender used for the sale. It does not stop the clerk from refunding to a different pay code.
DeleteActivity Registrations (SAProfileDetails_DefaultPayCodeAR)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Activity Visits (SAProfileDetails_DefaultPayCodeARV)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Facility Reservations (SAProfileDetails_DefaultPayCodeFR)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Pass Registrations (SAProfileDetails_DefaultPayCodePM)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Pass Visits (SAProfileDetails_DefaultPayCodePMV)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
POS Inventory Sales (SAProfileDetails_DefaultPayCodePSI)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
POS Service Item Sales (SAProfileDetails_DefaultPayCodePSS)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
POS Ticket Sales (SAProfileDetails_DefaultPayCodePST)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Rental Reservations (SAProfileDetails_DefaultPayCodeRN)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Locker Reservations (SAProfileDetails_DefaultPayCodeLK)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Trip Reservations (SAProfileDetails_DefaultPayCodeTP)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Court Reservations (SAProfileDetails_DefaultPayCodeCR)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Personal Trainer Reservations (SAProfileDetails_DefaultPayCodePT)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
League Registrations (SAProfileDetails_DefaultPayCodeLS)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
League Visits (SAProfileDetails_DefaultPayCodeLSV)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Tee Times (SAProfileDetails_DefaultPayCodeGR)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to this module. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
OR
Choose Not Selected" if you want the Pay Code field to be blank for sales linked to this module. In this event users will be forced to select a pay code in order to complete the sale.
When on the Payment screen users may expand the Pay Code field and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: In the event this list is blank it is likely that you have invalid data in the Screen Description field on at least one (or more) Payment Code in Payment Code Management. Any Payment Code with a blank Screen Description or any Payment Code with a comma in the Screen Description field (i.e. "VISAMC") will result in this field being blank.
If this field is blank then go to Payment Code Management and ensure EVERY Payment Code record has a valid Screen Description and that NO Screen Description contains a comma.
Global (more than 1 module) (SAProfileDetails_DefaultPayCodeSA)
Select the Payment Code that you wish to use as the default Payment Code for transactions linked to multiple modules. When users advance to the Payment screen, the code you've selected in this field will populate the Pay Code field.
When on the Payment screen, users may expand the Pay Code Drop-down list and select an alternate code if needed. The Payment Codes which will be available are listed in the Allowed Pay Codes field on this profile.
Note: Choose Not Selected if you want the Pay Code field to be blank for sales linked to this module upon arrival at the Payment Screen. In this event users will be forced to select a Pay Code in order to complete the sale.
Activity Registrations (SAProfileDetails_DefaultRefundPayCodeAR)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteActivity Visits (SAProfileDetails_DefaultRefundPayCodeARV)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteFacility Reservations (SAProfileDetails_DefaultRefundPayCodeFR)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeletePass Registrations (SAProfileDetails_DefaultRefundPayCodePM)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeletePass Visits (SAProfileDetails_DefaultRefundPayCodePMV)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeletePOS Inventory Sales (SAProfileDetails_DefaultRefundPayCodePSI)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeletePOS Service Item Sales (SAProfileDetails_DefaultRefundPayCodePSS)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeletePOS Ticket Sales (SAProfileDetails_DefaultRefundPayCodePST)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteRental Reservations (SAProfileDetails_DefaultRefundPayCodeRN)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteLocker Reservations (SAProfileDetails_DefaultRefundPayCodeLK)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteTrip Reservations (SAProfileDetails_DefaultRefundPayCodeTP)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteCourt Reservations (SAProfileDetails_DefaultRefundPayCodeCR)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeletePersonal Trainer Reservations (SAProfileDetails_DefaultRefundPayCodePT)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteLeague Registrations (SAProfileDetails_DefaultRefundPayCodeLS)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteLeague Visits (SAProfileDetails_DefaultRefundPayCodeLSV)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteTee Times (SAProfileDetails_DefaultRefundPayCodeGR)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteGlobal (more than 1 module) (SAProfileDetails_DefaultRefundPayCodeSA)
Select the Refund Payment Code that you want to use as the default refund method for transactions in this module that result in a refund situation. When users advance to the Refund screen, the option you select here will be pre-selected.
When on the Refund screen, users may select an alternate option, if needed, provided the refund option is listed in the Allowed Refund Options field on this profile and/or the Refund Pay Code is listed in the Allowed Refund Pay Codes field.
DeleteActivity Registrations (SAProfileDetails_PayOldBalancesAR)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Activity Visits (SAProfileDetails_PayOldBalancesARV)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Facility Reservations (SAProfileDetails_PayOldBalancesFR)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Pass Registrations (SAProfileDetails_PayOldBalancesPM)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Pass Visits (SAProfileDetails_PayOldBalancesPMV)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
POS Inventory Sales (SAProfileDetails_PayOldBalancesPSI)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
POS Service Item Sales (SAProfileDetails_PayOldBalancesPSS)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
POS Ticket Sales (SAProfileDetails_PayOldBalancesPST)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Rental Reservations (SAProfileDetails_PayOldBalancesRN)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Locker Reservations (SAProfileDetails_PayOldBalancesLK)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Trip Reservations (SAProfileDetails_PayOldBalancesTP)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Court Reservations (SAProfileDetails_PayOldBalancesCR)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Personal Trainer Reservations (SAProfileDetails_PayOldBalancesPT)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
League Registrations (SAProfileDetails_PayOldBalancesLS)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
League Visits (SAProfileDetails_PayOldBalancesLSV)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Tee Times (SAProfileDetails_PayOldBalancesGR)
Select the Pay Old Balances option that you want to use for transactions in this module, in the event an existing balance is encountered. Your options are:
- User Choice - The user has the option to place the old balance in the cart and remit, if desired. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Auto-Add to Cart - The old balance will be added to the cart automatically. Payment processing will then take place. Note that households not required to pay in full could still end up with a balance; this option simply places the old balance in the shopping cart.
- Require Payment -Payment will be required in order for the current transaction to proceed.
- Not Allowed - Users are not allowed to make payments against old balances in this module.
Note: Whether a household is required to pay in full is determined by the setting in the Require Full Payment field for that household. In the Standard VSI Design this option is in Household Update • Financial Info tab. Require Full Payment is set household by household.
Activity Registrations (SAProfileDetails_DefaultPayAmountAR)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Activity Visits (SAProfileDetails_DefaultPayAmountARV)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Facility Reservations (SAProfileDetails_DefaultPayAmountFR)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Pass Registrations (SAProfileDetails_DefaultPayAmountPM)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Pass Visits (SAProfileDetails_DefaultPayAmountPMV)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
POS Inventory Sales (SAProfileDetails_DefaultPayAmountPSI)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
POS Service Item Sales (SAProfileDetails_DefaultPayAmountPSS)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
POS Ticket Sales (SAProfileDetails_DefaultPayAmountPST)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Rental Reservations (SAProfileDetails_DefaultPayAmountRN)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Locker Reservations (SAProfileDetails_DefaultPayAmountLK)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Trip Reservations (SAProfileDetails_DefaultPayAmountTP)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Court Reservations (SAProfileDetails_DefaultPayAmountCR)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Personal Trainer Reservations (SAProfileDetails_DefaultPayAmountPT)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
League Registrations (SAProfileDetails_DefaultPayAmountLS)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
League Visits (SAProfileDetails_DefaultPayAmountLSV)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Tee Times (SAProfileDetails_DefaultPayAmountGR)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Global (more than 1 module) (SAProfileDetails_DefaultPayAmountSA)
Select the Payment Amount option that you want to use for transactions in this module. This determines the default value that displays. Your options are:
- Total Due - Payment due field will default to the total amount due in this Module.
- Minimum Due - Payment due field will default to the minimum payment amount due for this module. Any amount remaining to be paid will become an existing (old") balance. Minimum payment amounts can be set by Fee for both RecTrac and WebTrac.
- None - Payment due field will default to $0.00 for this module. Any amount not paid will become an existing ("old") balance.
Note: If in a single transaction the Shopping Cart contains items from multiple modules then the setting here will determine the default payment amount due for the entire transaction.
Activity Registrations (SAProfileDetails_MaximumRefundNowAR)
Accept the default value or overwrite with another value
as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event your options are:
- Refund the full amount using a different refund option such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Activity Visits (SAProfileDetails_MaximumRefundNowARV)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Facility Reservations (SAProfileDetails_MaximumRefundNowFR)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Pass Registrations (SAProfileDetails_MaximumRefundNowPM)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Pass Visits (SAProfileDetails_MaximumRefundNowPMV)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
POS Inventory Sales (SAProfileDetails_MaximumRefundNowPSI)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
POS Service Item Sales (SAProfileDetails_MaximumRefundNowPSS)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
POS Ticket Sales (SAProfileDetails_MaximumRefundNowPST)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Rental Reservations (SAProfileDetails_MaximumRefundNowRN)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Locker Reservations (SAProfileDetails_MaximumRefundNowLK)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Trip Reservations (SAProfileDetails_MaximumRefundNowTP)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Court Reservations (SAProfileDetails_MaximumRefundNowCR)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Personal Trainer Reservations (SAProfileDetails_MaximumRefundNowPT)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
League Registrations (SAProfileDetails_MaximumRefundNowLS)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
League Visits (SAProfileDetails_MaximumRefundNowLSV)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Tee Times (SAProfileDetails_MaximumRefundNowGR)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.
Global (more than 1 module) (SAProfileDetails_MaximumRefundNowSA)
Accept the default value or overwrite with another value, as desired. The value you enter represents the maximum dollar amount that may be refunded for this module using Refund Now or Refund Void during a single transaction.
If you attempt to process a Refund Now/Void in an amount greater than the threshold value entered here, then the system will stop the transaction with a message indicating that you are exceeding the maximum amount allowed. In this event, your options are:
- Refund the full amount using a different refund option, such as Refund Apply or Refund Finance.
- Process a split refund where a portion of the refund is given using Refund Now/Void and the other portion is refunded using an alternate refund option, such as Refund Apply or Refund Finance.
- Terminate the transaction completely and return to the Global Sales screen.
The value in the Global (more than 1 module) field is invoked when you are processing a Refund Now/Void transaction where more than one (1) module is involved. For example a patron cancelling an activity registration and a facility reservation in the same transaction and requesting a Refund Now would invoke the Global field because two separate modules (Activity and Facility) are involved in the transaction.