RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
9 Click OK to save your changes and return to the previous screen.
10 Click Payment/Refund.
11 Answer Yes to continue after confirming that the resulting financial figures are correct. You will proceed to the
Payment (or Refund) Update screen, depending on the household balance in the pass module.
12 Process any payment or refund as usual.
Suspending Installment Billing For A Pass Member:
Note: Suspending installment billing tells the system not to include the installment bill the next
time you run the Installment Billing program. When you reinstate the installment bill, the system
will bill for all amounts during the suspended period. See Also: Reinstate Installment Billing for a
Pass Member.
1 Go to Daily � Pass � Pass Cancels/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 suspend 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 suspend the installment bill.
5 Click Select. You will proceed to the Cancel/Changes screen.
6 Highlight the pass membership for which you wish to suspend the installment billing plan.
7 Click Update Charges to proceed to the Fee Update screen.
8 Click Suspend Billing.
9 Click OK to save your changes and return to the Update Charges screen.
10 Click Payment/Refund.
11 Answer Yes to continue after confirming that the resulting financial figures are correct. You will proceed to the
Payment (or Refund) Update screen, depending on the household balance in the pass module.
12 Process any payment or refund as usual.
Reinstating Installment Billing For A Pass Member:
Note: The following steps may be used to reinstate the installment billing for a pass member who
has had their installment billing plan suspended.
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 reinstate 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 reinstate the installment bill.
5 Click Select. You will proceed to the Cancel/Changes screen.
6 Highlight the pass membership for which you wish to reinstate the installment billing plan.
7 Click Update Charges to proceed to the Fee Update screen.
8 Click Reinstate Billing.
9 Click OK to save your changes and return to the Update Charges screen.
10 Click Payment/Refund.
11 Answer Yes to continue after confirming that the resulting financial figures are correct. You will proceed to the
Payment (or Refund) Update screen, depending on the household balance in the pass module.
12 Process any payment or refund as usual.
Creating Installment Billing After The Pass Registration/Renewal:
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 the family member for whom you wish to create the installment billing plan.
Vermont Systems, Inc. 337 06/09/08