This article outlines how to apply a payment or credit to a team.
In the case that a team has paid by cheque or etransfer, we can apply a payment to a team's balance through the EventConnect system so that event directors can track their registration revenue in one place and track who has paid their registration fee for the event.
In the case that a team overpaid a previous registration fee or has been given a discount, we can apply a credit to a team's balance through the EventConnect system so that event directors can adjust the amount owing for teams and track their registration revenue in one place.
Step 1 - Open Back Office of Team Dashboard
Proceed to the back end of the team's dashboard by heading to Reporting -> Registration Report. Then, click on the name of the team you would like to apply a payment/credit.
Step 2a - Apply Payment to Team
Once in the back office of the team dashboard, click the "Payments & Dues tab near the top right corner of the page. Then, click "Make a Payment". This will open a pop up window to input the amount that was paid, and a memo to keep a note of the method of payment (ex. Paid by cheque). Be sure to hit save!
Step 2b (Alternative) - Apply Credit to Team
To apply a credit, follow the same steps as above but toggle on the "credit" option in the pop up window. Then, use the memo space to make a note of why you are applying a credit (ex. Team overpaid last year's registration fee).
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