Customers may want to pay partially or wait to pay for an offering after the initial sale. To do this in PARKS DIRECT, you'll need to add a debit to their account's balance.
For example, customer Butchie Ennis intends to buy a family aquatics pass, but he doesn't want to pay in full. Instead of paying the entire price, Butchie pays $100 and debits the rest, $460, to his PARKS DIRECT account.
The following steps show you how to add a debit onto a customer's household balance, assuming you're already on the Global Sales Payment screen with the customer's item(s) in the shopping cart. Go here to see how to open Global Sales.
Process the debit
1. In the Total Paid box, enter the dollar amount that the customer is paying towards the item(s) in the shopping cart — for example, $100. Or enter $0 if the customer wants to pay entirely later on.
2. In the Pay Code box, select the tender type (cash, credit card, check, etc.) that the customer is paying with.
You don't need to select the tender type if you entered $0 into the Total Paid box.
3. Select Process on the screen's bottom-left corner and Continue on any prompt that may pop up.
After processing the payment, PARKS DIRECT will leave a debit on the customer's balance equal to the price remaining in the shopping cart.
4. Back on the customer's Global Sales screen, the shopping cart should reflect the customer's amount paid (Previous Paid) and the amount remaining (Total Due).
View a customer's balance
Here are two ways you can view a customer's balance.
Way one, select the customer's household on the Global Sales Lookup screen. Before taking you to the customer's Global Sales screen, PARKS DIRECT will open an information prompt displaying the household's debit and credit balances.
Way two, open the customer's household in Household Update and select the Financial Info tab. Their debts are under Household Fees Owed, credits are under Household Credits, and balance is under Net Household Balance.
