Credits

Credits are applied to a specific Service on a Subscriber's account. Credits can be an ongoing discount, a one-time refund or a temporary promotional price.

Rather than just charging a lower rate, it's important to always charge the full price of a service or item and then apply a credit tied to that service or item. This helps to keep track of the true cost of credits in the system. 

Learn more about: 

View Credit


Click on a transaction labeled CRE (credit) under payments to view the Credit details.

To void a Credit, select the close.svgnext to the applicable Credit.

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View the Invoice that the Credit was applied to, as well as the applied date and Credit amount. 

Click on the Invoice to view more details about the transaction. 

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Select the cancel.svg button in the lower lefthand corner to unapply the Credit. 

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Add Credit


To add a new Recurring Payment Credit, click the add_circle-24px.svg and then select the Add Payment button credit_card-24px.svg.

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From the "Select Payment" dropdown, choose Credit as the payment type.

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Choose the appropriate Credit type from the dropdown menu, such as a bundle discount. 

(To edit or add Credit Types, including editing a Credit Type to Recurring, visit the Credits section under Admin Utilities.)

Then select ADD CREDIT.

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Click CONFIRM to confirm credit.

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