Summary
This guide will walk you through the process of adding credit to a customer’s account. Credits can be issued for various reasons, such as payment errors, facility closures, goodwill gestures, or administrative corrections.
Video walkthrough
Step-by-Step Guide
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Navigate to the Customers Module
- From the home page, go to the Customers module.
- From the home page, go to the Customers module.
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Access the Credit Tab
- Select the Credit tab to view the customer’s credit summary.
- Select the Credit tab to view the customer’s credit summary.
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Add Credit:
- Click the Add Credit button.
- Click the Add Credit button.
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Fill in the Required Fields:
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Credit Type:
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General: A general credit that can be used to purchase various items such as POS products, classes, Memberships, etc.
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Membership: This credit will automatically be applied to the customer's ongoing membership payments until the balance is used up.
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General: A general credit that can be used to purchase various items such as POS products, classes, Memberships, etc.
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Home Centre:
- Choose the home centre to associate with the credit. This option is only available if you select General Credit. If Membership Credit is selected, the home centre is applied automatically.
- Choose the home centre to associate with the credit. This option is only available if you select General Credit. If Membership Credit is selected, the home centre is applied automatically.
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Select Membership to Add Credit to:
- If Membership Credit is selected and the customer has more than one membership, choose the specific membership from the list.
- If Membership Credit is selected and the customer has more than one membership, choose the specific membership from the list.
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Reason for Credit:
- Choose the reason for issuing the credit from the provided list, such as a refund, goodwill gesture, payment correction, etc.
- Note: Membership credits will only apply to direct debit payments, while general credits will not apply to direct debits.
- Choose the reason for issuing the credit from the provided list, such as a refund, goodwill gesture, payment correction, etc.
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Amount:
- Enter the credit amount you wish to apply to the customer's account.
- Enter the credit amount you wish to apply to the customer's account.
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Finalize:
- Click the Add Credit button to complete the process.
This guide ensures that adding credit to a customer's account is straightforward, whether it's for general purchases or membership payments.