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  icon. You can search for a specific credit type or click the  in the lower right-hand 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. Some of the attributes include an active status, fixed credit rates, and allowing recurring credits.

Example of a Credit Type in use.

Example of a Credit Type with no active credit receipts or active recurring credits. 

Edit or Delete Credit Type

Click on a Credit Type from the list of credit types. Then click EDIT in the lower right-hand corner to make changes or delete the Credit Type.

Here you can change the name of the Credit Type, allow Recurring Credits, or change it to inactive.

You can DELETE the Credit Type only if does not have active Recurring Credits. See the below example of what you can edit on an active Recurring Credit type.

Once done editing, click SUMBIT.

If you click DELETE OFFER, the system will ask you to confirm by clicking YES. 

For a credit type in use, click EDIT in the lower right-hand corner to make limited changes.

You can edit the recurring option and the fixed credit amount.

Once done editing, click SUMBIT.

Add Credit Type

Click  in the lower right-hand corner of the Credit Types page.

Enter a customized name, then click ADD.

Select the attributes that you would like to be associated with the new Credit Type. Be sure to select Active if you want this credit to be live.

Once done, click SUMBIT.