If a customer wants to pre-pay for their bookings, but doesn't have a specific appointment booked yet, then you need a way to show their account is in credit. This is particularly important if a customer pays in weekly or monthly instalments.
To record the payment they've made in Timely, you can issue them Customer credit. That credit can then be redeemed against any of their invoices. A payment must be taken to issue customer credit. To make sure your accounts line up, you can back date any payments in Timely to match the original date the payment was received.
There are a couple of different places you can issue credit to a customer:
- Issue credit from the calendar.
- Issue credit from the customer's tab.
- Issue credit from the sidebar.
This feature may not be available on your current plan. Find out how to upgrade in our How to change your Timely plan guide.
Issue credit from the calendar
- You can quickly issue credit from the calendar by clicking the sales tag icon in the top left corner and selecting Credit from the options tab:
- Enter the client's name and enter the amount for the credit. You can also add a Reason for credit and an expiry date
- Once you are done click Checkout and select your payment method
- Click Tap to Complete and then Done to complete the sale. Once you have applied a payment, the credit will be activated and ready to use.
- To view a customer's credit balance and history, head to Customers find the customer and click the Credit tab:
Issue credit to a customer
You can also issue credit it to a customer from their profile.
- Head to the Customers section.
- Find the customer who you would like to issue credit for and select the Credit tab:
- Click Issue credit to start the issuing process (see above):
Issue credit from the sidebar
You can also issue credit it to a customer from their profile.
- Bring up a customer using the sidebar.
- Click the green tag icon to raise a sale.
- Choose Credit from the options and follow the on screen process (see above):
