Page Comparison

Setup in TPAR

1. Navigate to Administration>Cashier Setup>Payment Methods.
2. Create a Payment Method by selecting Create.
3. Set the Tender Type to Account Credit.
   1. Check Is Active.
   2. Check Is Refund Type.
   3. Check Use Fee Liability GL Account for Refunds.
4. Save.
5. Navigate to Administration>Cashier Setup>Fee
6. Go to the GL Accounts tab.
7. For any fee you would like to set the option of depositing or withdrawing an account credit, Add Account Credit GL Accounts.
   1. Choose a Liability account as the Debit account. (Note: the specific name of this account is subject to variation depending on what was set up during site implementation).
   2. Choose the same Credit account as you would for other Payment Methods.
8. Repeat this process for any Fee that may apply a refund as an account credit.

Applying in TPAR

1. Using class as an example, navigate to Class Details on any class.
2. Click the Delete button (trashcan icon) to begin the refund process.
3. Choose Account Credit as the refund option.
   1. If a Contact has an account credit, pulling up that name in Contact Search will show the credited amount. There is an option to refund through this menu, in cases of transferring the amount to Cash, Credit Card reimbursement, etc.
4. In any future transactions for this Contact, Account Credit will now be an available Payment Method in the checkout process.

Integrating With Cashiering

1. This guide assumes that Cashiering is already activated under Integration Settings in TPAR, and that Parks and Recreation is listed as an External System in Cashiering.
2. Navigate to Administration>Tender Types.
3. Click Edit (pencil icon) on the Account Tender Type.
   
   1. If there is no Account Tender Type Listed, select the + button instead. Choose Account from the Type drop-down menu.
4. What is listed under the System Tender Type from TPAR Payment Methods must be entered in the External Reference field for the corresponding Cashiering Tender Type. In this case, enter Account Credit in the External Reference field for the Account Tender Type.
5. Save.

Applying in Cashiering

1. Follow steps for Applying in TPAR. The Pay Now button for the new transaction will redirect to Cashiering. Ensure a Contact with an account credit is added as the Payer.
2. Select Account as the Tender Type.
3. Click Complete and Done.
4. System will redirect back to TPAR to generate a receipt.