This is an overview of when receipts are sent, what aspects of receipts are editable, how customers may access their receipts, and how management can resend receipts upon request. Public Checkout A receipt is sent for all checkouts and balance payments made on the public side. Each account has a primary billing contact with an assigned billing email...

Enabling Use of Inventory When creating or editing a product, you have the option to use product inventory. Inventory allows you to set a limit to how many of a product you can sell. This number is tracked on the Product Overview screen. If you attempt to exceed the maximum inventory in a sale, the system will not allow you to proceed. This will res...

The Refund Invoice tab is found within the Point of Sale Portal. A management user's access to this feature can be set as a specific permission under their user's set up. This tab allows a management user to cancel sales and issue refunds or to void sales and their associated payment. Invoices can be searched for through a variety of parameters.  In...

Overview Account credits represent monies on an account that have not been disbursed to a budget group and can be used for account purchases within your recreation department's site. They can be applied as partial or full payments. These credits may originate from a variety of sources, including: Staff-issued credit Refunds processed as account cred...

Overview The Notification Opt Out Numbers report displays members who have opted out from receiving text blasts. Go to the Reports tab of the lefthand navigation and select Account Reports Under the Account Reports box, select Notification Opt Out Numbers Set the Start Date and End Date or enter a specific phone number Click Search This report updat...