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How do I apply credit to a customer?
How do I apply credit to a customer?
Daniel Freire avatar
Written by Daniel Freire
Updated over 2 years ago

If a member wants to put money on their account, you'll want to apply credit through Payments. You can do this from Finances or Members.

From Finances:

  • Go to Finances > Payments

  • Click '+' (New Payment)

  • Click Apply Credit

  • Choose Payment Method: If they have a CC/Bank info on file, then Stripe Payments are automatically used. Click Check Box to use a different payment method:

    • "Make payment using Member's stored card in Stripe"

    • Note: If the member doesn't have a payment method on file, the above checkbox will not appear.

  • Choose Amount & Payment Type

  • Toggle on Send Receipt if you'd like to notify the member

  • Click Save

From Members:

  • Go to Members > Search for Members

  • Click Finances > Payments

  • Click New Payment

  • Click Apply Credit

  • Choose Payment Method: If they have a CC/Bank info on file, then Stripe Payments are automatically used. Click Check Box to use a different payment method:

    • "Make payment using Member's stored card in Stripe"

    • Note: If the member doesn't have a payment method on file, the above checkbox will not appear.

  • Choose Amount & Payment Type

  • Toggle on Send Receipt if you'd like to notify the member

  • Click Save

Once applied, you will see the account credit on their account.

*Note: When using the credit - it must be the exact amount or less of the invoice in order to apply to an invoice. The credit amount applied to an invoice cannot be larger than the invoice.

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