...
Online Registration: When an active credit is listed on a member's profile prior to online registration, the member can apply the credit during registration.
| Info |
|---|
Please noteNote: if a credit is applied during an online registration, the credit can not be removed from the transaction. |
Applied Manually: If the credit was not added prior to the member's online registration, it is possible to apply a credit to a transaction manually.
...
Click on the line item for the registration that you want to apply the credit to.
From the side panel, click on Actions, and select Apply Payment
Choose Member Credit as the method of payment
Select the credit and click Confirm
...
| Note |
|---|
If the transaction was paid in Full by a credit card, a credit can not be applied. If the transaction was paid by installments by a credit card, you will need to edit the installment to an off line payment method before you can apply the credit. |
Refund a Credit: You can then refund the credit to the member by following these step:
Click on the credit transaction line. In the right side panel click on Action
Click on Refund
You then select the method of refunding the credit
You can enter an internal note (visible only to administrators) and an external note (visible on the member's invoice)
Then click on Confirm.
| Info |
|---|
Please noteNote: A credit is not attached to a transaction. Therefore, if you refund a credit, it is only for transaction history only (if you select credit card for the method of the refund, it does not refund the credit card on file) |
...