RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
14 Click Print to proceed to the Output Selection screen, where you can print or preview the resulting receipt.
To charge a deposit after the reservation has been made:
1 Go to Daily � Rent � Rental Deposit Changes. You will proceed to the Rentals Household Selection screen.
2 In the Lookup field, enter the name of the household or organization for which you wish to charge a deposit.
3 Press Enter. You will proceed to the Household Listing screen.
4 Highlight the household or organization for which you wish to charge a deposit.
5 Click Select. You will proceed to the Rental Deposits Changes screen.
6 Highlight the rental reservation transaction for which you wish to charge a deposit.
7 Click Update Deposits. You will proceed to the Deposit Revision screen.
8 In the Deposit Charged field, enter the amount of the deposit that you wish to charge.
9 Click OK. You will return to the Rental Deposit Change program.
Note the amount in the New Mod/Dep Balance field. If this amount is greater than or equal to
zero, you will proceed to the Payment Update screen. If this amount is less than zero, you will
proceed to the Refund Update screen.
10 Click Payment/Refund to proceed to the Payment Update screen (if the New Deposit Balance is greater than or
equal to zero).
11 In the Deposit Paid field, enter the amount of the deposit being paid.
12 Select the appropriate Pay Code.
13 Click Print to proceed to the Output Selection screen to either print or preview the resulting refund receipt.
Refunding a Deposit for a Rental Reservation
1 Go to Daily � Rent � Rental Deposit Changes. You will proceed to the Rental Reservation Household Selection
screen.
2 In the Lookup field, enter the name of the household or organization for which you wish to apply a deposit to a
reservation balance.
3 Press Enter. You will proceed to the Household Listing screen.
4 Highlight the household or organization for which you wish to apply a deposit to a reservation balance.
5 Click Select. You will proceed to the Deposit Changes screen.
6 Highlight the deposit transaction that you wish to update and click Update Deposits. You will proceed to the
Deposit Revision screen.
7 Enter 0.00 in the Deposit Charged field and click OK. You will return to the Deposit Changes screen.
Note the amount in the New Mod/Dep Balance field. If this amount is greater than or equal to
zero, you will proceed to the Payment Update screen. If this amount is less than zero, you will
proceed to the Refund Update screen.
8 Click Payment/Refund to proceed to the Refund Update screen (if the New Deposit Balance is less than zero).
9 Select the appropriate Refund Type.
10 Select the appropriate Refund Code.
11 Click Print to proceed to the Output Selection screen to either print or preview the resulting refund receipt.
Charging a Damage Fee for a Rental Reservation
1 Go to Daily � Rent � Rental Deposit Changes. You will proceed to the Rental Reservation Household Selection
screen.
2 In the Lookup field, enter the name of the household or organization for which you wish to charge a damage fee.
3 Press Enter. You will proceed to the Household Listing screen.
4 Highlight the household or organization for which you wish to charge a damage fee.
5 Click Select. You will proceed to the Deposit Changes screen.
6 Highlight the facility reservation transaction for which you wish to charge a damage fee.
7 Click Update Deposits. You will proceed to the Deposit Revision screen.
6/9/2008 228 Vermont Systems, Inc.