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Redeeming customer credit is similar to applying a discount or a gift voucher to an invoice. Instead of applying a payment, you redeem the credit when you are raising a sale for the customer. If you've already raised an invoice for the customer, you will need to edit the invoice to apply credit. In this article you will learn how to redeem customer credits.
How to redeem customer credit on a new sale
1
Head to the appointment in the calendar and click checkout.
2
Once the sale is open, you can see what credit balance the customer has. If they have credit available in their balance, click the credit option in the payments section.
3
This will default to the total credit amount, however, if you need to use less then you can change the amount in the total box.
4
Once this is applied it will appear in the sales tab. If you need to apply other payment methods you can do so here. You can now complete the sale as normal.
How to redeem customer credit on an existing sale
If the sale has already been raised, then you will need to edit the existing sale to apply the credit. To do this:
1
Head to either the customer's record or sales tab to view the sale, then click the edit button in the bottom left corner of the sale.
2
Choose the credit icon, and a box will pop up that prompts you to enter the amount of credit you wish to use. This will default to the total invoice amount, or the total credit amount, whichever is smaller.
3
Update the use field, if required, then click apply credit. The credit redemption will be added to the sale and the total updated.
4
When you are ready, click save to apply your changes. The balance of the sale will be updated. If the credit was for the full amount, the invoice will then show as paid in full.
Important information for accounting integrations
If you are using an accounting integration and the invoice has already synced, then redeeming credit in Timely won't update the invoice in your accounting system. You will need to edit the invoice in your account system and add the redemption line there, making sure to code this to the customer credit liability account designated in your Timely settings.