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 on a new sale.
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.
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.