PARKS DIRECT allows customers to carry a balance if they prefer not to pay in full at the time of purchase. To facilitate this, you can apply a debit to their account for the remaining amount.
Example: If Butchie Ennis purchases a $560 family aquatics pass but only pays $100 upfront, the remaining $460 should be debited to his account balance for future payment.
The following steps show you how to add a debit to 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 in the screen's bottom-left corner and Continue on any prompt that may pop up.
Once the payment is processed, PARKS DIRECT will automatically apply a debit to the customer's household balance for the remaining amount.
4. After processing, the cart of the household in Global Sales screen will update as follows:
Previous Paid = Amount already collected.
Total Due = Remaining balance to be paid.
View a customer's balance
Here are two ways you can view a customer's balance.
Option 1:
When you select a household on the Global Sales Lookup screen, an information prompt will appear. Use this pop-up to review the household's outstanding debit or credit balances before continuing to their account.
Option 2:
Navigate to Household Update and select the Financial Info tab. Here, you can view their Household Fees Owed (debts), Household Credits, and the overall Net Household Balance.
