To add a credit to a member, click on +Add a Credit
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
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.
Note: 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.
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
If the transaction was paid in full on the member's credit card and a credit was subsequently added, it will not be possible to refund the credit to the member's card. The credit will have to be reimbursed by a manual payment method (cheque, bank transfer, etc.).
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 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.
Note: 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)
