What is a Credit
A Credit is essentially a balance adjustment that you apply to a customer’s account, which can later be used toward payment on an invoice.
It does not mean money was refunded back to their bank account; instead, it’s stored within their account in the Facility platform.
The credit sits on their profile until it is applied toward a future invoice by an admin.
When You Might Issue a Credit
Cancellations: A customer cancels their venue rental, and instead of refunding to their credit card, you keep the funds as credit for a later rental.
Overpayments or adjustments: If a customer accidentally pays too much, the extra can be converted to credit.
Goodwill/compensation: If you want to give a family a discount or concession.
How to view and add Credits
- Go to the customer profile and click on the Credit tab.
- Go to the Reports option on the left hand slide out menu. Click on Credit. This will provide a full list of Customers who have Credits at your facility.
How to add Credits to a Customers Account
- Go to the Customers tab on left hand slide out menu
- Select the customer account and go to Credit tab
- Click Add New Credit and enter in the credit detail.
How to mark an Invoice as Paid with a Credit Balance
- Go to the invoice.
- At the bottom of the invoice, in the Payment Method dropdown, select Credit Balance
- Fill in the other details and click Add Payment.
- The Customers invoice will then show as paid with Credit Balance.
- Note: Remaining credit balance will automatically calculate for you.