How to issue customer credit via the Timely iOS app

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You may have a customer that wants to pre-pay for their bookings, but doesn't have a specific appointment booked in just yet; luckily with Timely - credit can show in their account. This is particularly important if a customer pays in weekly or monthly instalments. In this article, you will learn how to issue customer credit via the Timely iOS app.

To record the payment they've made in Timely, you can issue them customer credit that can then be redeemed against any of their sales. A payment must be taken to issue customer credit. To make sure your accounts line up, you can also back date any payments in Timely to match the original date the payment was received. For more information on redeeming credits, see our help guide How to redeem customer credit via the Timely iOS app.

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.

Step-by-step instructions

1 Head to the sales tab in the Timely iOS app, and click credit.

2 Click on the credit amount to adjust the value and add a reason for credit if desired.

3 You can then choose when the credit is to expire, such as never or within a specific date range etc.

4 Then click add to add the credit to the sale. If you're adding this to a new sale, you'll be prompted to create a new sale.

5 Next select customer and use the field provided to search for a customer. You can then click on the credit to adjust any details you need to.

6 When you are ready, proceed to the checkout to apply a payment.

7 Select the payment type, then save > done to complete the process.

Timely note: if payment isn't applied when the credit is issued, then the credit won't be activated.

How to issue customer credit via the Timely iOS app

Step-by-step instructions

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