How to remove Customer Credit?

Summary

This guide will walk you through the process of removing credit from a customer’s account. This feature is particularly useful when credit has been mistakenly added to an account.

Important Note:
Credit limits apply when removing credit. Only users with the appropriate permissions can add or remove credit. For more information, refer to our User Roles Permissions Guide.

Step-by-Step Guide

1. Search for the Customer

2. Access the Credits Tab

   • Go to the customer's profile and click on the Credits tab.
     
     
     
     

3. Remove Credit

   • Click the Remove Credits button.
     
     

4. Select Credit Type and Reason for Removal

   • Choose the Credit Type you want to remove (e.g., General or Membership credit).
     
     
     
     
   • Select the reason for the removal from the available options.
     
     
     
     

5. Enter the Amount:

   • Specify the amount of credit to remove from the customer’s account.
     
     
     
     

6. Finalize:

   • Click the Remove Credit button to complete the process.

This guide ensures that removing customer credit is straightforward, allowing staff to correct any errors quickly while adhering to permission and credit limit rules.