Summary
Although the FLOW system does not include a specific "waive fees" functionality, you can use credits as a workaround to absorb membership costs such as pro-rata fees, joining fees, or Month-in-Hand fees.
This guide will walk you through the process of using credits to cover these fees.
Video Walkthrough
Step-by-Step Guide
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Search for the Customer
- Use the search function to locate the customer’s profile.
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Add the Membership
- Add the desired membership to the customer’s account.
- Before completing the payment, Note the Fee amount(s) you wish to waive displayed on the screen.
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Clear the Basket and Add Credit (should be 'General Credit' not 'Memberships Credit')
- Clear the current basket to reset the transaction.
- Add credit to the customer’s account for the same amount as the fee(s) you wish to absorb.
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Re-add the Membership and Complete the Payment
- Add the membership to the customer’s account again.
- At the payment stage, you will have the option to use the added credit to pay for the fee(s) (For example, you wish to absorb the joining fee of £25 in the example above.
- Click on Credit and enter the credit amount you wish to use and lick on 'continue'.
- The remaining balance (if any) can be paid using the customer’s preferred payment method.
Outcome
By following this process, the fees will be effectively "waived" using credits, ensuring the customer does not pay the designated amount directly.