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Using a member's credit to make a payment

There are a few reasons a member might have credit on their account :

  • They made a prepayment

  • They were left in credit after a hold

  • Other adjustments to their billing

You can see if a member has credit available, this will display under their profile picture on their Member Profile;

 

 

Use member credit when processing a sale

  • Navigate to the Member’s Profile.

  • Go to the Accounts and Billing tab.

  • Select + Add Payment.

  • Add the charge or charges (you can also partially add charges using the scissors icon).

 

 

  • If the member has credit, you’ll see a message confirming that credit is available to apply.

  • Select Yes.

  • If the credit fully covers the charge(s), the total due will show $0.00, and you can complete the sale.

 

 

 


 

Common Questions this Covers

  • How to apply credit to a payment
  • How to use unassigned payments
  • Can member preload their account