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Transaction Types

There are 5 different transaction types in CampSite: Charges, Discounts, Payments, Credits, and Refunds.

All transactions are assigned to a Transaction Category, allowing camps to report on transactions per category.

All camper charges and discounts are totaled together to calculate the family's total charges that they must pay for the enrollment year. All payments, credits, and refunds are totaled together to calculate the total payments that have been made. 

The family's current balance is then calculated by subtracting the total payments from their total charges.

Charge

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 due family's balance.

Charges are applied to a camper's enrollment balance at the time of enrollment (per the tuition plan assigned to the options that the camper selected and any enrollment extras chose to purchase). They can also be applied to the family's overall account balance by an admin user.

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).

Discount

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 camper's enrollment balance at the time of enrollment (via enrollment discounts or by coupon codes); or, they can be applied to the family's overall account balance by an admin user.

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).

Payment

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

Electronic payments can be transacted through CampSite (via your payment gateway). Non-electronic payments (transacted outside of CampSite) 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.

Credit

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.

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.

Refund

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

Electronic refunds can be transacted through CampSite (via your payment gateway). Non-electronic refunds (transacted outside of CampSite) 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.

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