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Add an account credit to a customer profile

Angel Horowitz avatar
Written by Angel Horowitz
Updated this week

You can add account credit via a customer's profile. Here's a breakdown of how it's used:​

  • The account credit can be applied manually by the customer when they complete a purchase.

  • If the customer owns a recurring membership, the account credit will be used against the next bill/s automatically.

    • Credit is not applied to the first payment of a recurring membership automatically. The customer will need to apply this manually when they complete the purchase.

  • The credit can be used in full or can be split to use across multiple purchases.

The steps

Navigate your way to Customers>> select the customer you would like to add credit to.Click on the "Payments" tab, and then click "Add" next to Account Credits:​

Now add a memo for the credit, and then the credit amount.Click "Save" once you're done here.​

For this example, the customer now has Β£20 account credit to use on future purchase/s.

Use the Account Credit History report to see a history of account credits added and removed for all your customers.

The Payments tab and Account Credit History report are the only places where account credit balance and history can be viewed.

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