Credits

Andy,

So how exactly to credits work? It seems there isn't a way to actually take in money or at least it doesnt show anything. How did you intend on using the credit function?

-Josh

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  • Also,

    What is your suggestion for register/receipt printer set up as far as models is concerned?

    p.s. the lastest software version history isn't up to date on the website. (3/9 is the latest on the website, but there was an update on 3/17)

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  • Josh -

    Credits are designed for EFT customers - and it allows you to place a balance on their account that can be used to offset monthly billing amounts.

    If you want to settle a credit on an EFT customer directly - you can pull up the customer at POS and the credit balance will be shown (and then you can issue a refund) OR you can use the NEW PAYMENT button on the Invoice/Account window.

    The current list of recommended hardware is available in the deployment doc here:
    http://www.rockgympro.com/?page_id=165

    Hope this helps
    Andy

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  • So in what sense would that be used? If you charge an eft customer too much and need to refund a certain ammount or something like that? Also, is this a feature only managers can use? It seems like it's a feature that puts money on an account that just appears out of nowhere.

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  • Yes, manager only.

    We use it often - particularly when there is a billing dispute or misunderstanding. Rather than issue an immediate refund, we just issue a credit on their account.

    Credits are NOT settled electronically at billing (i.e. a refund isn't issued when they are billed if they have a positive balance). Instead, any billed amount is deducted from the available credit until such time that they owe money again, and then that is billed.

    Of course, if you really do want to issue a refund you can just credit the account and then hit NEW PAYMENT and it will show a refund balance and then you can settle it immediately.

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  • We have used the credits to fix a few errors. When we first started up our staff sometimes charged a full month's dues instead of the pro-rated dues for new EFT members. We fixed that by issuing a credit for the difference, and it worked out on the next billing. We also had someone who did some work for us and wanted to take the payment in climbing time. We have issued a credit to his EFT account and it will burn down over the next few months.

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  • Very smart idea using credits for volunteers memberships.

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