RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
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.
Cancel Installment Billing For A Locker Customer:
1 Go to Daily � Lock � Locker Cancel/Changes. You will proceed to the Household Selection screen.
2 Click the Family Member button to find the locker rental by customer name. You will proceed to the Family
Member Listing screen.
3 Highlight the appropriate customer in the browser box and click the Select button. You will continue to the Locker
Cancel/Changes screen.
4 Highlight the locker rental for which you wish to cancel the installment billing plan.
5 Click Update Charges to proceed to the Fee Update screen.
6 Click Cancel Billing.
7 The following message will display: ‘Do you want to charge all remaining fees before cancelling the Installment
Bills?’ Click Yes.
Note: The net fees charged will now reflect the total amount due for the locker rental (less any previous fees paid
for the rental.)
8 Click OK.
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 locker module.
11 Process any payment or refund as usual.
Suspend Installment Billing For A Locker Customer:
Note: Suspending installment billing tells the system not to include the installment bill the next
time you run the installment billing program. After you reinstate the installment bill, the system will
bill for all amounts during the suspended period. See Also: Reinstate Installment Billing for a
Locker Customer.
1 Go to Daily � Lock � Locker Cancel/Changes. 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 suspend the installment
billing plan. Click Primary Name. You will continue to the Household Listing screen.
3 Highlight the appropriate customer in the browser box and click the Select button. You will continue to the Locker
Cancel/Changes screen.
4 Highlight the locker rental for which you wish to cancel the installment billing plan.
5 Click Update Charges to proceed to the Fee Update screen.
6 Click Suspend Billing.
7 Click OK to save your changes and return to the Update Charges screen.
8 Click Payment/Refund.
9 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 Locker Module.
10 Process any payment or refund as usual.
Reinstate Installment Billing For A Locker Customer:
Note: The following steps may be used to reinstate the installment billing for a locker customer
who has had their installment billing plan suspended:
1 Go to Daily � Lock � Locker Cancel/Changes. You will proceed to the Locker Cancel/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. Click Primary Name. You will continue to the Household Listing screen.
Vermont Systems, Inc. 343 06/09/08