How to use the account credit and clear the balance on a customer's account?

Here's how to use the account credit and clear the balance on a customer's account.

Step 1- To add a credit balance on an account, you first need to refund the class or service using account credit and the method of refund.  (See this article on how to process a refund https://desk.zoho.com/portal/timmyinc/en/kb/articles/how-to-process-refund-using-account-credit-method) 

The refund amount will then reflect on the Family Credit:

Step 2- Book the desired class (See this article on how to book students for classes: https://desk.zoho.com/portal/timmyinc/en/kb/articles/how-to-book-students-for-classes)

Step 3- Record or invoice for the payment after the credit is being used.

In this example the student signed up for a class with a fee higher than the credit issued to her:

When you process the payment, you will see the credit of $5 applied and the fee amount that you will be charging the customer which $2.50. 

If you send the invoice, it will reflect the amount you are charging the customer for and the credit that was applied to the booking.

Another example:

The student is booked for a class with a fee of $7.50

Then, it was refunded as account credit

The family account now shows the credit of $7.50

Account owner decided to book her other child to a different class with a fee of only $5.00. On the screenshot below you will see the credit available was applied to the booking. The customer does not have to pay anything extra.

When recording the payment you can select Cash as your payment method since the amount due is $0.

Customer will get the payment confirmation showing the payment of $0. The email also reflects the credit applied which is $5 and the amount due is -$5.00.

The family credit is then updated. In this case the family credit is down to $2.50. Which the customer can use on his/her next booking.

• Related Articles

• How to allow clients to use account credit when booking on your website

  This feature enables parents/students to redeem their account credits when booking for season classes, recurring classes, camps and events. For example: A parent books for any of the season classes, recurring classes, camps and events. The account ...

• How to add an account credit and how to use it to book classes.

  Here's how to Add an account credit and how to use it to book classes. Note: The credit can only be redeemed from the back. The parent cannot redeem it from the front yet.

• How to allow to automatically use account credit for auto-payments in recurring classes?

  This feature enables the system to automatically apply the available account credit to a recurring auto-pay booking in the account. For example: The student has booked for a recurring class which bills every month. If the account has an available ...

• How to allow the use of account credit for private lessons?

  This feature enables the parent/students to redeem their accout credits when they book for Private Lessons. For example: If a parent books for a $100 class and she has an account credit of $50 in her account. Upon check out the system will ...

• How to process refund using account credit method?

  Here's how to process refund using account credit method.