Issue and redeem customer credit (iOS)

With customer credit, you can allow customers to prepay for future services, products or packages by adding a balance to their account.

You can then redeem that balance against any invoice for that customer.

In this guide we'll cover how to:

  1. Issue credit to a customer.
  2. Redeem customer credit.


1

Issue credit to a customer

To issue credit to a customer, you will need to receive a payment from that customer.

  1. Head to the Sales tab in the Timely iOS app: 

  2. Tap on Credit in the left-hand panel: 

  3. Tap on the Credit amount to adjust the value and add a Reason for credit, if desired: 
  4. You can then tap on Never to set when the credit Expires:
  5. Tap Add to add the credit to the sale: 
  6. If you're adding this to a new sale, you'll be prompted to Create a new sale: 
  7. Tap Select customer and use the field provided to search for a customer: 
  8. You can tap on the credit to adjust any of the details: 
  9. Tap Pay to proceed to apply a payment:  
  10. Select a Payment type to apply a payment.
  11. Tap Save and Done to complete the process.

Note: If payment isn't applied when the credit is issued, then the credit won't be activated.


2

Redeem customer credit 

You can redeem credit against any invoice raised for that customer. 

  1. In the Sales tab, tap the "+" to raise a new sale:
  2. Add a customer to the sale by tapping the Select a customer option:
  3. If the customer has available credit, you will see that here: 
  4. Add any services, appointments or products to the sale and tap Pay when you're ready: 
  5. If the balance is greater than the credit amount, then credit will be greyed out. If this happens, tap on the payment amount and update this to match the credit amount: 
  6. Then tap on the Credit available to apply: 
  7. Apply a payment for the remaining balance (if any): 
  8. Tap Save and then Done

Note: You won't be able to redeem customer credit against a sale that includes a gift voucher or another credit.

Still need help? Get in touch with the Support Team Get in touch with the Support Team