Check Plan Balances from the Touchscreen

Check Plan Balances from the Touchscreen

If a resident would like to view their meal plan and/or charge account usage, a FullCount user can check these balances from the Touchscreen application. If you are unsure what information you need, read the summaries of each report.

–  Customer Plan Balance: This report will display the meal plan usage for a selected resident. It reflects only the items/charges that have been applied to the resident's meal plan during the current billing period.
–  Charge Account Balance: This report will reflect items/charges that are not allowed on the meal plan. All billed items/charges will appear on the resident's statement at the end of the current billing period.

To check a resident's Customer Plan Balance or Charge Account Balance from the FullCount Touchscreen, follow the steps below.
 

  1. On the main screen, select the Admin button.
  1. Select the Customer Plan Balance or Charge Account Balance button.
     


 

  1. Enter the resident's name or apartment number and press Search.

*NOTE: Steps 3-4 are the same for both the Customer Plan Balance and Charge Account Balance.
 


 

  1. Choose the resident from the list of search results. If the search only returns one result, the resident will be automatically selected.
The following screen will display the information for the report you selected. See more details for each report below.

Customer Plan Balance


  1. Plan - The name of the resident's meal plan  
  2. Account Number -The number assigned by FullCount to the resident's meal plan account
  3. Account Name(s) - The name(s) assigned to this meal plan account
  4. Allowance - The initial plan balance for this account at the beginning of the billing period
    1. *NOTE: A +Carryover line may appear, showing an amount available from the previous period.
  5. Usage - The meals/points/dollars that have already been used on this account during the current billing period
  6. Remaining Balance - The meals/points/dollars that are still available to the resident for this billing period
    1. *NOTE: An OVERAGE line may appear. This is billed to the resident at the end of the period.

Charge Account Balance


  1. Plan - The type of charge account associated with the customer
  2. Account Name(s) - The name(s) assigned to this charge account
  3. Usage - The total amount from items/charges not allowed on the resident's meal plan that will be charged to the resident at the end of the current billing period
    1. *NOTE:  This report does not include overages from the resident's meal plan.
  1. Press Print to print the balance on a receipt for the resident.
     
  2. Press OK to return the main screen.

Video Tutorial:



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