Manage Credits

Add a Credit

 

To manually create a credit for a user that is not tied to a previous invoice:

1. Impersonate a user’s profile
2. Select Profile and Credits.
3. Select Add Credit
4. Enter the $ amount of the credit (no negative amount), an admin note, and select “Add Credit”.

 

This credit can now be used on a future invoice for this user.

 

 

When you add a credit, it creates a credit note and this credit note appears under Profile Past Payments.  This gives the admin/user a copy of their credit note to access.

This credit note will appear under Past Payments regardless of whether it has been applied to an invoice or not.

 

 

 

Remove or Payout Stored Credit

 

As an administrator:

1. Navigate to the user’s profile page and impersonate the user. Select Profile and Credits
2. Select Payout Credit
3. Enter the amount of credit that you wish to pay out. The amount must be equal or less than the total amount of stored credit. Enter the payment method and any reference notes.  If an Admin fee is entered, that amount will reduce the payout amount. If an admin note is entered, this note will not be available to the customer. Click Payout Credit to process the payout.

 

 

Notes:

– To transfer credits to another person in the entourage/family:

 

As an administrator, navigate to the user’s profile page and impersonate the user.

1. Select Profile and Credits
2. Select Transfer Credit
3. Enter the amount, choose the recipient (must be in this user’s family/entourage), and select Transfer Credit

 

Notes:

– Once the credits have been transferred, the credit will now show up in the recipients Credits section of the impersonated profile page.

 

– The credit will be removed from the original user’s profile.

 

– Credits can only be transferred to someone who is within the original profile’s family/entourage.

 

– The total amount of stored credit will be adjusted automatically.  Any admin fees will be allocated to the Admin Charges GL code.

 

– You can locate the credit payout by using a variety of the financial reports.  We recommend the All Transactions Report (Reports–>Financial Reports–>All Transactions).  You can search by date to locate the credit payout.

 

– When you click on the Invoice Number, you have the options to email/download/print the credit payout.

 

– You can also navigate to Reports>Financial Reports>GL Items Report to search by date and narrow down your search results using the GL code.