How to Redeem Customer Credit
- On the transaction screen, after choosing a customer, click on the "Payments" tab at the top
- Under 'Select Payment Type' click on the box and select "Customer Credit"
- Under 'Charge Options' select either "Charge total balance" or "Charge custom amount"
- Set the amount to charge and click "Add credit" to apply
Customer Redeeming Credit for Future Purchases
Customers can redeem their remaining credit balance on future purchases (if applicable) when booking online through your booking site.
Note: Credit is assigned to customer accounts and not their emails. Customers must have an account created in order to redeem their remaining credit balance on the booking site. Please see our guide on activating and configuring customer accounts on the booking site
To allow customers to redeem their remaining credit balance from the booking site.
- On the left side menu, click on "Settings", then "General Settings"
- Under 'Visitor Settings' click on "Customer accounts"
- Click on the "Additional Settings" tab at the top
- Under 'Customer credit' click on the toggle for "Customers can redeem remaining credit on all future purchases"
- Click "Save & Update" to apply
Visit our article on Assigning and Managing Customer Credit for help with activating customer credit.