| Registration
(Register a customer in an activity) (Complete the registration in an activity for a customer who has already paid a deposit) (Register a customer who is currently on the waitlist for an activity) (Change the fees or other details of an existing customer enrollment) (Transfer a customer's enrollment from one activity to another) |
Reserve
(Create a permit for a customer using the Quick Reserve process) (Create a facility permit for a customer or company) (Create an equipment permit for a customer or company) (Create an instructor permit for a customer or company) Schedule Reservations (Use the Resource Scheduler to book reservations) (Reserve a locker in a facility) (Create a booking for a customer who has previously booked a resource and who wants to make the same booking for a new period in a new permit) (Refund a charge from a permit) |
Refund
Refund/Withdraw Transaction/Cancel Membership (Refund a transaction charge from a customer's account) |
Account
Actions
(Refund a credit on a customer's account) (Apply a payment on a customer's account and link it to specific charges due) (Apply a debit--such as an additional charge--or a credit to a customer account) (Move a debit on an account balance from one customer or company to another) |
Donation
(Make a donation to a campaign) |
| Membership
(Renew a customer's existing membership) (Sell a new membership package to a customer) (Transfer a customer from one membership package to another) |
Gift Cards
(Sell a gift card to an existing or drop-in customer) (Look up a specific gift card and view its usage, change its expiry date, print a replacement card, or refill its card balance) |
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| Daycare
(Register a customer in a daycare program) (Register a customer who is currently on the waitlist for a daycare program) |
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| POS
Sell (Open the Point of Sale interface to sell products) |
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| Equipment Loans
(Sign out or return lendable equipment) |
To start a new receipt:
Go to Front Desk.
In the side-bar, click Receipts and select New Receipt.
In the Receipt Actions section, click the type of transaction that you want to add to this receipt (see table above).
If there is more than one receipt in progress, click the Pending Front Desk Receipts link to see a list of pending receipts that you can resume, or to start a new receipt. Any receipt left in the pending state when you log off or close your browser is automatically canceled. To resume a pending receipt:
Go to Front Desk.
In the side-bar, click Receipts and select Pending Front Desk Receipts.
In the Pending Receipts section, click the receipt that you want to resume.
To pay for a pending receipt:
In the Receipt Actions section, click Pay.
Select a payer.
Complete the payment on the Receipt Payment page.
Finishing a receipt is the last step in receipt generation; finishing a receipt will complete the transaction and generate a receipt that you can print or email to the customer. To finish a receipt, click the Finish button.
Canceling a receipt will void any payments, reservations, or registrations made on the receipt. To cancel a receipt, click the Cancel button.
Pending receipts may have transactions that are already started. These transactions are listed below the standard receipt options and are marked as either complete or incomplete. Incomplete transactions are marked with a flashing red arrow and complete transactions are marked with a checkmark.
You can modify (click the highlighted option link) or remove (click the Remove button) either type of transaction.
If the transaction was originally created using the Resource Scheduler, you can also edit the transaction by clicking the Resource Scheduler button.