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Credit History Overview

OVERVIEW

 

In this article we will review the many ways you can keep track of the credits your customer's have available, as well as, the history of their purchases.

 


 

Point of Sale

 

View Credits in Customer Profile

 

 

  1. Login to SP_Intake .

  2. On the left navigation menu select “Venue”.

  3. Click the +Add button.

  4. Search for a customer and click the view button.

  5. You will now be able to view the credits front and center within the profile!

 

 

 

Add/Remove Credits in the Customer Profile

 

 

  1. Login to SP_Intake .

  2. On the left navigation menu select “Venue”.

  3. Click the +Add button.

  4. Search for a customer and click the view button.

  5. (1) Click on the Credit Type you wish to Edit

  6. (2) Click the 'Edit Credit' button.

  7. (3) You may click the -100, -10, -1, +1, +10, and +100 buttons to add or remove credits from the customer’s profile.

    • OPTIONAL: Enter any necessary notes!

  8. (4) Click the save button once you are done making adjustments.


 

 

View Credit History Report


A credit history report can be seen within the customer’s profile. It provides information about when credits were assigned to a customer, the type of credits that were assigned, the number of credits assigned, and when they expire (if applicable!)

 

 

  1. Login to SP_Intake .

  2. On the left navigation menu select “Venue”.

  3. Click the add button.

  4. Search for a customer and click the view button.

  5. Select the Credit Type you wish to view.

  6. Click on the “Credit History” button.

  7. A new window will appear that contains all history details of Credits purchased and Redeemed.

    • Close window when finished!

 

View ALL Credit History Report

 

Just like the Credit History button, you can also view the entire Purchase History in chronological order.

 


 

/sp_admin

 

Outstanding Credits Reports

 

From the /Sp_Admin portal, you can view a list of each unused credit type.

 

 

1. Navigate to /sp_admin

2. Select Reports Tab

3. Select Accounting section

4. Select Outstanding Credits

5. From the Drop Down, Select the credit type you wish to view.

6. Click Filter!