Overview
RecDesk supports the crediting of a Household Account rather than refunding via check, cash or credit card. This allows the balance to be applied to a future purchase/registration by any Member of that household. Each Household/Organization is automatically set up with a Household Credit Account with a zero balance.
To manage and view Household Credits, click on the Member tab, and select the account that you wish to review.
Household Credit Account Additions (Credits):
There are two ways to increase a Household Credit Account balance:
- By issuing Refunds (see Refunds);
- By Manually Crediting the Household Credit Account. This is done by navigating to the Member profile of any Member in the Household and clicking Manage Balance (see screenshot below). Click Manually Credit Account, enter the Amount of the addition to the account and optionally a Note, and click Save.
Household Credit Account Reductions (Debits):
There are two ways to decrease a Household Credit Account balance:
- By making payments on Invoices from the Household Credit Account
- By Manually Debiting the Household Credit Account. This is done by going to the Member profile of any Member in the Household and clicking Manage Balance. Click Manually Debit Account, enter the Amount of the reduction to the account and optionally a Note, and click Save
Notes:
If you are using General Ledger Accounts and plan on using the Household Credit Account, we recommend that you set up a GL Code for this purpose (see Setting Up Household Credit GL Code)