Add Credits

To add a credit to a member, click on +Add a Credit

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• Choose a credit categories from the drop down options

• Enter the dollar amount

• Adding an expiration date is optional

  • It is possible to change the expiration date of the credit in the side panel

• Select the credit status (active or inactive)

  • When the credit is set to active, the credit will automatically be added to an online registration.

• Putting a note on the credit is optional

• Click on Add

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For a credit to be used, it must be applied to a transaction. This can be done in 2 ways:

Online Registration: When an active credit is listed on a member's profile before online registration, the member can apply the credit during registration.

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.

To Apply a Credit:

• 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

Refund a Credit: You can then refund the credit to the member by following these steps:

• 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.