RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Reinstating Installment Billing For A Rental Customer:
Note: The following steps may be used to reinstate the installment billing for a rental customer
who has had their installment billing plan suspended:
1 Go to Daily � Rental � Rental Cancel/Changes. You will proceed to the Rental Search Criteria screen.
2 Click Name Lookup to find the rental reservation by customer name. You will proceed to the Rentals
Cancel/Changes Household Selection screen.
3 In the Lookup field, enter all or part of the family member’s name for which you wish to reinstate the installment
billing plan. Click Primary Name. You will continue to the Household Listing screen.
4 Highlight the appropriate customer in the browser box and click the Select button. You will continue to the Rental
Cancel/Changes screen.
5 Highlight the rental reservation for which you wish to reinstate the installment billing plan.
6 Click Update Charges to proceed to the Fee Update screen.
7 Click Reinstate Billing.
8 Click OK to save your changes and return to the Update Charges screen.
9 Click Payment/Refund.
10 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 for the Rental module.
11 Process any payment or refund as usual.
Creating Installment Billing After The Rental Reservation:
1 Go to Files � Rental � Rental Install Billing Update. You will proceed to the Rental Installment Billing Update
Family Member Selection screen.
2 Enter the Household Name for which you wish to update the installment billing record.
3 Click Name Search. You will continue to the Family Member Listing screen.
4 Highlight the Family Member in the browser box for which you wish to update the installment billing record.
5 Click Select. You will proceed to the Rental Listing screen.
6 Highlight the rental item for which you wish to create the installment billing record.
7 Click Select. The following message will display: "No Installment Billing has been set up for this Rental. Do you
want to set one up?"
8 Click Yes. You will proceed to the Billing Update screen.
9 Make any necessary changes to the newly created installment billing plan. Press F1 for field-level Help as
needed.
Even if no changes are made to the entries on this screen, you must visit this screen in order to establish the
customer’s installment billing plan.
10 Click Next to save your changes and return to the Billing Schedule screen. Make any necessary changes to the
newly created installment billing plan. Press F1 for field-level Help as needed.
11 Click Done to return to the Rental Installment Billing Update Family Member Selection screen.
12 Click Exit to return to the Main Menu.
Vermont Systems, Inc. 341 06/09/08