Edit certain details for an existing transaction via the family's profile page.
Note: If you need to remove a transaction from calculating towards the family's balance, the transaction needs to be reversed or deleted. Please click here to learn more.
Open the Transaction Details
To begin, double click the "i" info icon for a specific transaction to open the transaction details. A pop-up window will open.
Note that the process for editing certain details depends on the type of transaction that you're editing.
Learn how to edit:
Charge and Discount Transactions
For charge and discount transactions, the pop-up modal will display 2 sections:
- Transaction details
- Session assignments
Transaction Details
The payment schedule, transaction category, and description of a charge or discount can be edited from this screen.
The transaction type, camper, and amount cannot be edited. If you need to edit these details, you must reverse or delete the transaction and then add a new one using the correct information.
Edit Transaction Details
To edit one of these 3 pieces of information, double click the current value and the value will become editable.
Choose a new value, and click OK to save your changes.
Session Assignments
View the current sessions to which the charge or discount has been assigned.
These session assignments impact your accrual financial reports, which report on the total amount of charges/discounts assigned to each session.
To change which session a charge or discount is currently assigned to, click the session dropdown, choose a different session, and then Save session assignments.
Add/Edit Sessions
A charge or discount can be assigned to multiple sessions.
Click "Add session breakdown..." to add another session to the charge or discount.
Another row will display for you to add another session assignment.
- Select the new session to assign to the charge or discount.
- Type how much of the charge or discount should be assigned to this session.
- Note: When multiple sessions are assigned, ALL session amounts must add up to the total amount. That said, you'll also need to edit the original session assignment amount to account for new sessions that are assigned.
- If needed, double click to delete a session assignment. Make sure to adjust the other session amounts accordingly.
- Save session assignments to apply your changes
Payment Transactions
The process for editing the details on a payment transaction differs for electronic payments that were transacted via CampSite vs. non-electronic payments that an admin recorded in CampSite.
Electronic Payments
On electronic payment transactions, admins may edit the payment schedule(s) and transaction category(ies) that the payment is assigned to, as well as the description(s) for those assignments.
Remember, assigning a payment to a payment schedule will allow the family's invoices for that payment schedule to reflect the payment transaction.
Assigning the payment to certain transaction categories will associate the payment to those categories on your internal financial reports.
- Click to add another category breakdown (i.e. to allocate the payment to more than one transaction category or payment schedule).
- Use the dropdown menu to select one of the family's payment schedules to assign the payment to.
- Use the dropdown menu to select a transaction category to assign the payment to.
- Optional: Add/edit a description for each allocation of the payment. The description will display on the family's statement, and you may also filter transactions on your internal financial reports by their description text.
- Enter the amount of payment to allocate for each breakdown. The amount listed for all allocations must add up to the overall payment amount.
- Double click to delete an extra category breakdown.
- Click Save Changes to apply your updates.
Non-Electronic Payments / Credits
On non-electronic payments that were recorded in CampSite, admins may edit the payment schedule, transaction category, and description assigned to the transaction.
Note that non-electronic payment transactions cannot be assigned to additional payment schedules or transaction categories after the transaction has been created (the way that electronic payments can).
The additional payment schedules/transaction categories must be assigned to the non-electronic payment transaction when it's initially created in CampSite.
To edit one of these 3 pieces of information, double click the current value and the value will become editable.
Enter a new value, and click OK to save your changes.
Refund Transactions
For refund transactions, admins may edit the payment schedule, transaction category, and description assigned to the transaction.
Note that refund transactions cannot be assigned to additional payment schedules or transaction categories after the transaction has been created. The additional payment schedules/transaction categories must be assigned to the refund transaction when it's initially created in CampSite.
To edit one of these 3 pieces of information, double click the current value and the value will become editable.
Enter a new value, and click OK to save your changes.
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