Transaction Types

A charge represents the price asked for a service or good (e.g. the cost to attend a session; the price of an enrollment extra; etc.) Charges increase the family's due balance.

Charges are automatically applied to a family's account at the time of their camper's enrollment. Admin users can also create custom charges on the family's profile directly, which will apply towards their overall balance for the year.

Every charge transaction is assigned to a particular camper in the family and also to at least 1 session (relative to the camper's enrollment). This allows for financial reporting on the charges assigned to each session (e.g. when generating the expected revenue per-session and/or the total amount charged for each session).

A discount represents a reduction of the usual price of sessions or enrollment extras. Discounts decrease the family's due balance.

Discounts can be applied to a family's account at the time of their camper's enrollment (via enrollment discounts or by coupon codes). Admin users can also create custom discounts on the family's profile directly, which will apply towards their overall balance for the year.

Every discount transaction is assigned to a particular camper in the family and also to at least 1 session (relative to the camper's enrollment). This allows for financial reporting on the discounts assigned to each session (e.g. when generating the expected revenue per-session and/or the total amount discounted for each session).

A payment represents money your camp has received. Payments decrease the family's due balance.

Payments can be created at the time a camper is enrolled. Admin users may also create new payments via the family's profile page, and parents may submit payments via their Parent Dashboard.

Electronic payments can be transacted through CampSite (via your payment gateway). Payments that were transacted outside of CampSite (e.g. cash or check) can also be recorded in CampSite by an admin user, via the family's profile page.

Every payment transaction is assigned to at least one transaction category, allowing for financial reporting on payments per category. Payments are not assigned to specific sessions or campers.

A credit will reduce the family's balance (like a payment does), but funds are not transacted when a credit created in CampSite (meaning, you cannot debit the family's credit card/checking account when adding a credit to their account). Credits decrease the family's due balance.

Admin users create new credits manually via the family's profile page. When a credit is created, a transaction of funds does not occur via your payment gateway. Credits are simply recorded in CampSite to adjust the family's account balance.

Every credit transaction is assigned to at least one transaction category, allowing for financial reporting on credits per category. Credits are not assigned to specific sessions or campers.

A refund represents payment that your camp returned to a family.

Electronic refunds can be transacted through CampSite (via your payment gateway). Refunds that were transacted outside of CampSite (e.g. via check, or from within your payment gateway portal) can also be recorded in CampSite by an admin user, via the family's profile page.

Every refund transaction is assigned to at least one transaction category, allowing for financial reporting on refunds per category. Refunds are not assigned to specific sessions or campers.

Note that when a refund occurs because the family is no longer responsible for paying certain costs, the charges associated to those costs should also be reversed.