RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Updating Installment Billing For A Pass Member (Using Household
Installment Billing Update):
1 Go to Files � Global � HH Installment Billing Update. You will proceed to the Household Selection screen.
2 In the Lookup field, enter all or part of the family member’s name for which you wish to update the installment
billing plan.
3 Click Family Member. You will proceed to the Family Member Listing screen.
4 Highlight the family member for whom you wish to update the installment bill.
5 Click Select. You will proceed to the List of Current Installment Bills screen.
6 Highlight the installment billing line item that you wish to update.
7 Click Change Bill to proceed to the Billing Schedule screen.
8 Make any necessary changes to the installment billing plan. Press F1 for field-level Help as needed.
9 Click Done to save your changes to return to the List of Current Installment Bills screen.
10 Click Exit to return to the Main Menu.
Updating Installment Billing For A Pass (Using Pass Member
Maintenance):
1 Go to Files � Pass � Pass Member Maintenance. You will proceed to the Pass Update Family Member
Selection screen.
2 In the Lookup field, enter all or part of the family member’s name for which you wish to update the installment
billing plan.
3 Press Enter. You will proceed to the Family Member Listing screen.
4 Highlight the family member for whom you wish to update the installment billing plan.
5 Click Select to proceed to the Pass Listing screen.
6 Highlight the pass membership for which you wish to update the installment billing plan.
7 Click Select to proceed to the Pass Detail Core Information screen.
8 Click the Fees/Charges radio set button at the top of the screen. You will proceed to the Pass Detail
Fee/Charges screen.
9 Click Billing to proceed to the Billing Schedule screen. Enter your override password if prompted.
10 Make any necessary changes to the installment billing plan. Press F1 for field-level Help as needed.
11 Click Done to save your changes and return to the Fees/Charges screen.
12 Click Done to return to the Pass Update Family Member Selection screen.
13 Repeat steps 2–12 to change any other pass installment bills, as needed.
14 Click Exit to return to the Main Menu.
Canceling Installment Billing For A Pass Member:
1 Go to Daily � Pass � Pass Cancel/Changes. You will proceed to the Pass Management Cancels/Changes
Household Selection screen.
2 In the Lookup field, enter all or part of the family member’s name for which you wish to cancel the installment
billing plan.
3 Click Family Member. You will proceed to the Family Member Listing screen.
4 Highlight the family member for whom you wish to cancel the installment bill.
5 Click Select. You will proceed to the Pass Management Cancel/Changes screen.
6 Highlight the pass membership for which you wish to cancel the installment billing plan.
7 Click Update Charges to proceed to the Fee Update screen.
8 Click Cancel Billing.
Note that the Net Fees Charged will now reflect the total amount due for the pass type
membership (less any previous fees paid for the pass type membership).
6/9/2008 336 Vermont Systems, Inc.