Payments

Articles

Manage Payment Methods
ADD NEW PAYMENT METHOD Find or add member Click “Payment Methods”  Click “Add Card” or “Add Bank Account” > Enter Account Information Review payment disclosure on screen with member > Click check box Click “Save”   TRANSFER MULTIPLE AC...
Payment Adjustments (Refund and Void)
Always cancel the activity or adjust the sale before processing a refund or void. (Salt, then Pepper!) Adjusting a payment, either by refund or void, does not negate the sale and the system will attempt to collect payment by creating a new payme...
Gift Cards
SELL GIFT CARD Find or add member Hover over “Offerings” > Click “Gift Cards” from drop down menu Click “Add” Enter gift card number and amount Click “Add” and follow regular process for a  New Registration REDEEM GIFT CARD Find or...