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Payments Page Tools- Apply Credit, Issue Refund, Add Fee

Feature Name: Apply Credit, Issue Refund & Add Fee Quick Links

For Whom? Club Treasurers

How does this Help?

We understand that changes happen in your organization almost as quickly as the ball changes possession on the field.  Maybe you’d like to offer an athletic scholarship for a stellar athlete, a player gets injured and is unable to compete this season, or coaches’ salaries increase and you need to add new fees to your season registration.  Now you have quick links for “Apply Credit”, “Issue Refund” and “Add Fee” to easily manage your financial transactions, no matter what the reason or event.

How it Works?

Go to your Club homepage and click on PAYMENTS.

  1. Find the members name that you want to manage transactions for under the REFERENCE column or search for them using the tool on the upper right.
  2. Click on the small “+” sign next to the date to open the details of the transaction.

APPLY CREDIT


  1. Click the APPLY CREDIT link and a pop up box will open.
  2. Enter the credit amount.
  3. Enter the date to be applied to the account.
  4. Select a reason for the credit.
  5. Add a description to detail the specific reason why you are applying the credit.
  6. When you select APPLY CREDIT the balance will update without the page having to reload!

ISSUE REFUND

  1. Click the ISSUE REFUND link and a pop up box will open.
  2. Enter the refund amount.
  3. Enter the date to be applied to the account.
  4. Select a reason for the refund.
  5. Add a description to detail the specific reason why you are issuing the refund.
  6. When you select ISSUE REFUND the balance will update without the page having to reload!

*NOTE: You will need to issue the refund in the member’s PayPal account as well.  It is a good idea to do this first before you update their Korrio account to ensure you don’t miss this step!

ADD FEE

  1. Click the ADD FEE link and a pop up box will open.
  2. Enter the fee amount.
  3. Enter the date to be applied to the account.
  4. Add a description to detail the specific reason why you are adding the fee.
  5. When you select ADD FEE the balance will update without the page having to reload!