Each week I will post a Tip of the Week to answer some of the top FAQ’s from tickets or that was asked during the drop in sessions.
Exchange a Package with Installments
Click here for Exchange a Package with Installments Video
When a player is registered for a program, but needs to change it to another, you can exchange it by going to the participants profile, and selecting the Transaction Tab. Click on the line of the transaction you want to change, and the side panel will open. From the Action button, you can select Exchange Items.
But what happens when Exchange Items is greyed out?
When a registration is set up with installments, and the method of payment is credit card, you must first unlink installment from the credit card before you can do the exchange of an item.
From the side panel, you will see the breakdown of the installments. Click on Edit.
You want to change all the installments that are in the Pending status from credit card to any other method of payment. Select a method from the drop down for each installment, and then click Confirm.
Now go back to the Action button on the side panel, and Exchange Items will be an option.
From the pop up window, click Next.
Select the item you want to exchange, then click Next.
The exchange now turns into a Manual Registration.
Select the Member Type.
If you need to select an underage/overage package, put a checkmark in the box for Show all packages.
Select from the Registration drop down the division you are changing it to. Note: if you are exchanging an Other item, select No Registration from the drop down.
You can adjust the price if needed. Note: during a manual registration, the total price of the registration is shown outside the box - the price you enter in the box is added onto the membership fee.
Click Next.
Select the method of Payment.
Select your Merchant Account.
Select the Payment Schedule.
Select the member that will be paying for the invoice. If the member is not listed, you can click on +Create a new account. Then click Next.
You can see that the amount paid on the original invoice has been applied to the new invoice. Click Confirm to complete the exchange.
You can see that the amount paid on the original invoice has been applied to the new invoice. Click Confirm to complete the exchange.
Once the exchange is complete, you can view on the Transaction Tab, the original invoice no longer has an amount due, and the payment from the first registration has now been applied to the new invoice.
