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  • KNOWLEDGE BASE
  • Admin Utilities
  • Credits

Credits

Admin payments admin utilities credits

Admin Permission Area 

The Credit admin page allows administrators to add, edit, and delete credit types to be used within Vision. Credits can be an ongoing discount or a one-time refund or a temporary promotional price rate. Here you can sort through credit types using the heading row or the tools icon. You can search for a specific credit type or click the floating action button in the lower righthand corner to add a new credit type.

  • View Credit Type
  • Edit or Delete Credit Type
  • Add Credit Type
TIP: To help track the true costs of credits, it is important for providers to always charge the full price for a service or item and then apply a credit that is tied to the service or item instead of charging a lower rate.

 


View Credit Type


Click on a Credit Type to view attributes. Credit Types that are currently in use cannot be deleted or edited.

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Edit or Delete Credit Type


If a Credit Type has not been used, click EDIT in the lower right to make changes or delete the Credit Type. Here you can change the name of the Credit Type or change it to inactive.

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Add Credit Type


Click add_circle-24px.svg on the Credit Types page. Enter a name, then click ADD.

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