Payment: Mark As Paid - Returns - Staff Adjustments
Home » Categories » Multiple Categories

Payment: Mark As Paid - Returns - Staff Adjustments

The Spaces program allows for flexibility when accepting and applying payments for those libraries that choose to charge fees for particular rooms.  Spaces allows for staff to be able to do three main functions when accepting or receiving payment.  They can either, make payment adjustments, mark as paid or partially paid, and also apply a refund.  Please see the following work flow 

After logging in, the staff member will be directed to the "dashboard" page.  From the "dashboard" page the staff member can easily view the reservations that are pending and require more immediate attention. (see below)

 

Once they have clicked on the Pending Requests tab, the staff member will then be directed into a list of pending reservations/requests.  The system will prompt staff as to whether payment or approval is required for that particular reservation.  They will then be given options as to whether they would like to approve/deny the reservation or send a reminder to the patron.  

Once payment has been received and needs to be applied to the account.  The staff member will click on the view icon to see the current room fees.  On this page, staff has the following options...

1.  Apply an adjustment to the patron's account....(below).  The adjustment can be either a positive or negative adjustment.  Negative adjustments are denoted by putting the (-) before the dollar amount  (ie. -$200.00).

 

2.  or mark the Patron/Organization as paid or partially paid or apply a refund if one is due......(below)

 

 

 

 

Custom Fields
  • Applicable To: Staff Users
  • Attachments: No
  • Summary: How to apply payment and adjustments to fees for Spaces
0 (0)
Article Rating (No Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
There are no comments for this article. Be the first to post a comment.
Related Articles
Scheduling Holiday Closings in SignUp and Spaces
Viewed 1069 times since Mon, Nov 14, 2016
Authentication in Evanced Products
Viewed 9872 times since Tue, Apr 1, 2014
Evanced Privacy Policy
Viewed 1446 times since Wed, Aug 30, 2017
Frequently Asked Questions: Managing Security
Viewed 4030 times since Tue, Dec 8, 2015
Branding Color Scheme Choices for Spaces, D!BS, and SignUp Mobile
Viewed 5380 times since Fri, Jan 2, 2015
Recommended Image Sizes for SignUp, SignUp Mobile, Spaces, D!BS, and Wandoo Reader
Viewed 9513 times since Mon, Sep 29, 2014
SignUp, Spaces, Dibs, Wandoo Reader Maintenance Window
Viewed 1787 times since Mon, Aug 22, 2016
How Secure is Our Patron Information?
Viewed 6094 times since Wed, Sep 28, 2011
Spaces API
Viewed 1979 times since Tue, Dec 13, 2016