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View the customer’s remaining balance for a program.
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In the customer’s information hub, click the program name.
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View the list of transactions by the customer for a program, and drill down to view transaction details.
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In the customer’s information hub, click the number in the Balance column. This shows a list of transactions by the customer for the program.
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To view transaction details, click the Description of the transaction.
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Reverse a transaction.
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In the customer’s information hub, click the number in the Balance column. This shows a list of transactions by the customer for the program.
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Select the transaction that you want to reverse, and then click Reverse Transaction. Make sure not to click the Description of the transaction, because the link drills down into the transaction details and does not let you reverse the transaction.
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Select the reason for reversing the transaction, enter a description for the operation, enter the employee responsible for reversing the transaction, and then click Reverse Transaction.
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Post an transaction or adjustment to the customer’s account.
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You can use this operation to post credits or debits to customer accounts, or to post corrections.
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In the customer’s information hub, click the number in the Balance column. This shows a list of transactions by the customer for the program.
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Click Post Transaction.
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Select the location and business date to attribute to the transaction or adjustment.
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Select whether to post credit or debit in Transaction Type, and then select the Transaction Category to which the adjustments are reported on the program activity report.
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Enter the transaction or adjustment amount in currency or points, and then enter a description.
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You can specify the revenue center, check, or employee for the transaction or adjustment.
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If the transaction or adjustment qualifies for a coupon award, select Issue Coupon.
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Click Post Transaction.
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