How to add credit to a customer account?

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

  1. Navigate to the Customers Module

    • From the home page, go to the Customers module.

      Screenshot_2023-04-19_at_12.19.06.png

  2. Search for the Customer

  3. Access the Credit Tab

    • Select the Credit tab to view the customer’s credit summary.

      Screenshot_2023-04-19_at_13.03.24.png

  4. Add Credit:

    • Click the Add Credit button.

      Screenshot_2023-04-19_at_13.03.49.png

  5. Fill in the Required Fields:

    • Credit Type:

      • General: A general credit that can be used to purchase various items such as POS products, classes, Memberships, etc.

        Screenshot_2023-04-19_at_13.04.33.png

      • Membership: This credit will automatically be applied to the customer's ongoing membership payments until the balance is used up.

        Screenshot_2023-04-19_at_13.05.27.png

    • 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.

        Screenshot 2024-10-22 at 12.45.17.pngScreenshot 2024-10-22 at 12.45.26.png

    • 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.

        Screenshot 2024-10-22 at 12.47.00.png

    • Reason for Credit:

      • Choose the reason for issuing the credit from the provided list, such as a refund, goodwill gesture, payment correction, etc.

        Screenshot_2023-04-19_at_13.11.36.png

      • Note: Membership credits will only apply to direct debit payments, while general credits will not apply to direct debits.
    • Amount:

      • Enter the credit amount you wish to apply to the customer's account.
        Screenshot_2023-04-19_at_13.12.12.png

  6. 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.

Was this article helpful?
0 out of 0 found this helpful