How to issue customer credit

This article is for:

Build

Elevate

Innovate

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.

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.

1 Start by clicking on the sales tag icon. Then begin typing the client's name in the search box. If they are an existing client it will bring up their file for you to click on, if they've not visited you before it will give you the option to add them as a new client.

2 Click the credit tab on the left hand side and enter the amount of credit you want to issue to the client. You can also add a reason for the credit if you need to. Then select add credit to sale and this will add it to the sale on the right hand side.

3 You can now add any other items, such as retail products to the sale. When you are ready, press checkout to process the payment.

Timely tip: always make sure the sale is processed at the correct location, if you have more than one. You can change this at the top of the screen under sale.

How to issue customer credit

Related articles