Moving or reallocating payments
There are situations where payments need either to be moved from one statement to another, or may need to be reallocated to different lineitems on the same statement. For example:
1) A customer has made a payment to their personal statement when they meant to make it towards their team's statement.
2) A customer who runs multiple teams makes a payment to one team's statement when they meant to make it to another team's statement.
3) A team has paid for a set of fixtures, only for one of the fixtures to be cancelled, so instead of being refunded, they want the payment to be applied to a different fixture.
4) A payment is automatically captured for a fixture, only for that fixture to need moving to the end of the season - in this case the customer may want the payment to be applied to the next fixture in the calendar instead of it applying to what is now the last fixture in the calendar.
In all of the above situations, you can move or reallocate the payment using the "Reallocate payment..." using the reallocation process. This function is available to all users whose security role allows them to modify payments.
To move or reallocate a payment, click the "Reallocate Payment..." button at the bottom of the payment details screen:
You will then be presented with a screen which summarises the current allocation of the payment.
You can choose to reallocate the payment to other line items on this statement, or to move it to another statement by choosing the appropriate option from the buttons at the bottom of the screen.
When reallocating to different line items on this statement, simply choose which line items to allocate it to, and choose how much of the payment you'd like to allocate to each of the line items, and then click "Reallocate Payment".
When moving to another statement, first select the user or team you want to move the payment to:
Then select the line items you would like to allocate the payment to, and enter the amounts of the payment to allocate to each line item, and finally click "Reallocate Payment".
Related Articles
Shared Payments
Shared Payments This video will bring you through the shared payments functionality with Spawtz. The shared payments allows you to set a full price for your league and let your players share the payment amongst their team. The organizer of the team ...Automated Payments
Automated Payments This video will bring you through the Spawtz automated payments functionality. The automated payments functionality will allow player to enter their bank details into Spawtz and be automatically debited for their game fees each ...Automated Payments
Automated Payments This is a guide on how to setup automated payment for a team and user. Please follow this guide through to get the best performance of the automated payment functionality. Automated payments is a payments solution which allows ...Spawtz Part Payments Video
Spawtz Part Payments Video What is this video about? This video will bring you through how players can split their weekly payment up and pay online. It will also cover how the Spawtz admin can benefit from the players paying in this way. You'll be ...Shared Payments (Player Side)
Shared Payments (Player Side) This is a step by step guide for players to both register for a league and start off their shared payments for the league. Shared payments is a payment which allows teams to share the payment through Spawtz and pay ...