Parks and Recreation Knowledge Base

Applying Credit to an Account

Updated on

Adding credits to client's account is a simple process that can be done in Global Sales. Credits will stay on accounts and can be used towards any future transactions or payments due.

After selecting a client in the household lookup screen, select the $0.00 Payment button.

Shopping cart showing no items with $0.00 Payment button highlighted.

You will be alerted that there is nothing in the shopping cart. Select Yes.

Confirmation message stating there are no items in the shopping cart with Yes button highlighted.
  1. Key in the amount being credited.
  2. Select the appropriate Pay Code.
  3. Select the Process button.
Global Sales payment screen showing Total Paid amount entered and Pay Code dropdown labeled.

A message appears asking what you'd like to do. Select Apply Change As Credit and the transaction will be finished.

Prompt showing Apply Change As Credit option selected.

The account will show a credit the next time it is selected:

Display showing the household credit balance.

Customers can credit their own accounts online with PARKS DIRECT.

  1. Log in at www.pgparksdirect.com
  2. Select My Account
  3. Select Add Credit
PARKS DIRECT website My Account menu showing Add Credit option highlighted.
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