INTRODUCTION
Feature Summary: Easily post a balance credit or one-time fee to a member’s account.
Use Case:
Post one-time customer charges to quickly recover unexpected costs, such as lost or damaged rental equipment.
Add account credit to a member's account.
SETUP REQUIREMENTS
Preload Credit to a Member's Account
Open the member's Billing page.
Go to the side menu and click MEMBERS > SEARCH.
Enter the member's name in the search field.
Locate the name in the table and click the pencil icon. A new page displays.
On the new page, select the Billing tab and click the Preload Credit button. A popup displays.
Add a Balance
Click the Payment Type field and select an option (e.g. credit card, cash, etc.). Enter a payment amount and add a note. Click the Process Payment & Preload Credit button. Click Yes in the confirmation popup.
CourtReserve records the transaction and adds the amount to the Account Credit balance. On the member's Billing > All Transactions tab, you can see the transaction under type of Preloaded Credit.
Post Manual Credit
Optionally, a system user can credit a member's balance without charging the member. Click the Post Manual Credit button and enter an amount in the popup.
Posting a Misc. Fee to a Member's Account
To post a one-time charge to a member's account, click the Post Fee button.
Fill in the fields, click Post Fee, and click Yes in the confirmation popup.
CourtReserve records the transaction and adds the amount to the Amount Due balance. On the member's Billing > All Transactions tab, you can see the transaction under type of Misc. Fee.
When posting charges with the Post Fee button, the table auto-assigns the Misc. Fee transaction type. This Misc. Fee type is different from the one you might see on the Settings > Billing Settings > Misc Fees page or the Settings > Reservation Types > Misc Fees page. Fee types on those pages are only applicable to rental equipment or reservations/lessons using the Misc Items field when booking or editing a reservation. Use the Post Fee button to post one-time fees to a member's account.
ADMIN PERSPECTIVE
When collecting payment, admins can choose to apply a player’s existing account balance toward the total amount due.
USER PERSPECTIVE
On the Member Portal or mobile app, players can see their Account Credit balance under Billing > Transactions:
When paying for a fee, players will have the option to apply any existing Account Credit:
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