This feature is only available with the following products:
(Note: If you would like this feature enabled, please reach out to our support team.)
The implementation of Credit Book allows users to maintain a virtual balance within Golf Genius Tournament Management. Players can then use this virtual balance to register events/leagues with payments from the customer. Customer Managers can refund registration payments as credits without performing bank transfers back to players, and they can manually award credits to the credit book from the customer center.
In this article, we will discuss how to manage the credit book and how players utilize credit book.
Overview:
The goal of the credit book is to provide easy management of refunds for event registration to golfers as credits while allowing golfers to review and utilize credit while registering for events/leagues. To use the credit book, the following conditions must be met:
Credit Book Feature Enable (please contact support to have this feature enabled, if not already)
Master Roster Registration or SSO enabled
Credit Card Payments enabled (please contact support to have this feature enabled, if not already)
Accessing the Credit Book:
To access your credit book from the Customer Center, go to Payment Center > Credit Book (as shown below). You can review the table from the credit book with all the players that have had and have a current available credit balance.
In the Credit Book center, you can do the following:
Filter Players
Export the credit book, based on filters, to a .xlsx file.
Manual Adjustment (Add/Remove Credit)
Each of these will be discussed in greater detail later in this article.
By clicking on a player's name in the Credit Book center, the player's credit book log will be displayed with all available transactions that impacted the player's balance (as shown below).
The log is made up of the following transaction types:
Payment: A Payment Log records instances when a golfer pays an entry fee for an event using their credits. It reflects the golfer's utilization of their Credit Book balance to cover event expenses, providing a clear history of these transactions, including event details, payment amounts, and transaction dates.
Refund: A Refund Log documents situations where a golfer receives credits in their Credit Book. This typically occurs due to event cancellations, event transfers, or when a manager cancels the golfer's participation in an event. The Refund Log displays details about the credited event, the refunded credit amount, and the date of the refund.
Manual Adjustment: A Manual Adjustment Log registers instances when a manager manually adds or deducts credits from a golfer's Credit Book balance. This can be done to rectify errors, make adjustments, or apply special considerations. The Manual Adjustment Log provides a transparent record of these adjustments, including event references, adjustment amounts, and the date when the manager applied the adjustment.
Filter Players:
When viewing your credit book, you can narrow your player list using the player filter feature (as shown below). After selecting your filter, click "Apply filters," and the player list and player audit logs will be narrowed based on the defined filters.
When using the filter, you will have several options to filter players based on:
Player: Filter the list to a specific player.
Type: Filter a player's audit log based on the transaction type that can impact a credit balance (i.e., Manual Adjustment, Payment, Refund). When clicking on a specific player, you can see all the transaction types. Only when a specific type is selected does that type show in a player's audit log.
Player Tour: If using the Tour Management feature, narrow the player list to a specific tour.
Start/End Date: Filter a player's audit log based on date
Hide golfers with $0 Balance: Any golfer with a credit balance of $0 will not be displayed in the player list.
Credit Book Report (Export to Excel):
If you would like to generate a report of the credit book, you can export your credit book to Excel. To generate a report, click "Export to Excel," the data will be exported based on the filter set (as shown below).
The Excel file generated will have multiple sheets that provide a structured overview of Credit Book data, allowing for easy access and analysis of golfer balances, payments, refunds, manual adjustments, and summary statistics. The following tabs are available, and the data contained in each tab are outlined below:
Balances Tab:
Name: The golfer's or customer's name.
Available Balance: The current credit balance available to each golfer.
Credit Book Payments Tab:
Event: The name of the event associated with the payment.
Player: The golfer making the payment.
Description: A brief payment description.
Date and Time: The date and time of the payment.
Amount: The payment amount.
Status: Payment status (e.g., completed).
Credit Entry Id: An identifier for the credit entry.
Credit Book Refunds Tab:
Event: The event related to the refund.
Player: The golfer receiving the refund.
Description: A brief refund description.
Date and Time: The date and time of the refund.
Amount: The refunded amount.
Status: Refund status (e.g., processed).
Credit Entry Id: An identifier for the credit entry.
Manual Adjustments Tab:
Event: The event or reason for a manual credit adjustment.
Player: The golfer for whom the adjustment is made.
Description: A brief description of the manual adjustment.
Date and Time: The date and time of the adjustment.
Amount: The adjustment amount.
Status: Adjustment status (e.g., applied).
Credit Entry Id: An identifier for the credit entry.
Summary Tab:
Overall Credit Book Start Balance: Total credits for all golfers, starting from a specified start date.
Credit Book Payment Total: The sum of payments made using Credit Book balances.
Manual Adjustments: Total credits manually provided by a manager.
Overall Credit Book End Balance: Total credits for all golfers up to the current date or an end date set by filters.
Quick Balance Adjustments:
Quick Balance adjustments can be made to a player's account balance from the Credit Book Center. From the player's list, click "Adjust Balance" (as shown below). Fill in the adjustment amount and comment on why the adjustment was made.
Click "Submit," and the adjustment will be made to the player's credit balance, which will be displayed in the player's credit log (as shown below).
Manual Adjustment / Bulk Adjustment (Add/Remove Credit):
Manual adjustment for an individual to several can be made from the Credit Book Center. When making the manual adjustment, you can add more details, such as the event name, to the adjustment, versus a quick adjustment, which automatically makes the event name "manual adjustment." To make manual adjustments to player's credit books, follow these directions:
Go to Payments Center > Credit Book > Manual Adjustment (as shown below).
Select a player from the "Player" dropdown.
Complete the following details:
Event: The name of the event associated with the adjustment.
Amount: The dollar amount of the adjustment.
Date: The date the adjustment should be applied.
Details: A brief description of the adjustment.
If you are adjusting a couple of players, click the plus symbol next to the last adjustment (as shown below). When clicking this symbol, the event name, amount, date and detail will be carried down to the next row.
If you are adjusting several players, you can utilize the "Add 'X' more rows" by defining how many additional rows you would like to add and clicking "Go" (as shown below). The event name, amount, date, and detail will be carried down to the next row when using the options.
After all players have been added and details filled in, click "Apply Adjustments," the updated credit will be applied to each player, which can be seen in the player's credit log.
Refunding Event Registration Fee to Credit Book:
If you have an event/league with a registration fee, that fee can be applied to the credit book if an event has been canceled or participation in the event is canceled. To refund an event registration fee to the credit book, follow these directions:
Find the transaction you wish to refund:
Within an event/league: Go to Event/League > Payment Center > Registration Report.
From the Customer Center: Go to Payment Center > Transaction History.
For the transaction you need to refund, click the "Action" dropdown and select "Refund."
Select the amount of the refund.
Set the refund amount to "Credit Book" (as shown below).
Click "Approve Refund," and the refund amount will be applied to the player's credit book (as shown below).
Transfer Event Registration Fee:
If you have an event/league with a registration fee, that fee can be transferred to another event/league. Several scenarios might come into play when using the credit book that is considered when transferring event registration fees from one event to another:
Transfer Registration with Credit Book and Invoice Payment
Transfer Registration with Refund to Credit Book or Credit Card
Transfer Registration with Credit Book Payment
To transfer an event registration fee, follow these directions:
Find the transaction you wish to transfer:
Within an event/league: Go to Event/League > Payment Center > Registration Report.
From the Customer Center: Go to Payment Center > Transaction History.
For the transaction you need to transfer, click the "Action" dropdown and select "Transfer Registration."
Select the new "Event" and "Registration Option". The Transaction Summary will display the new event amount, the previously paid amount, the amount paid with credit book, and, if needed, the difference in the additional amount that needs to be paid by other means. You will also have additional options to select if payment is required or a credit is required:
Transfer Registration with Payment: Select if you want to invoice the additional amount.
Transfer Registration with Refund: Select how the refund should be applied.
Click "Transfer" to apply the change.
How Players Utilize Credit Book:
When golfers have a credit book balance and register for an event, they can utilize their credit book balance to pay for the event (as shown below).
Note 1: Players cannot choose to split payment between credit card and credit book if they have sufficient funds in the credit book to cover registration fees.
Note 2: If a registration includes a paid add-on, they cannot utilize the credit book.
Payments with the credit book will be displayed on the player's credit book transaction log with related details (as shown below).
