Issue credit to reimburse a client if you have had to cancel an activity session. There are two options.
Option A
Go to Main Menu, select Payments then go to Client Funds
In the Search field enter the Client Name
On the Client Tile go to the Actions button select Add Credit
The Add Credit window will be displayed, enter the Amount and Description select Add
Option B
Go to Main Menu, select Activities, then select Current
Enter the Activity Name in Search
Select the edit button on the Activity Tile
Select the Attendance Tab, under the Current Sessions Pane, select the session date
Scroll down the Attendance List to find the Client
On the Client Tile, select the Actions button drop down list and select Issue Credit.
Issue Credit window will be displayed, change the Credit Amount.
It will be set as the total activity ticket price by default, change accordingly.
Enter in a Description of why the Credit was issued. This description will be applied on the invoice explaining to the client about the reason for the credit
Select Issue Credit
An x will be displayed on the Attendance Circle, next to the person’s name with an Orange Tag – Credit Issued
A Credit Issue label will be displayed on the Client Tile with the credit amount.
On the Client Tile, select the Actions button drop down list and select Remove
If you are issuing credit for all remaining sessions, you will need to select each Session Date on the Current Sessions Pane and remove the Client from each attendance list.
To view this Credit amount go to Main Menu, select Payments click on Client Funds enter the Client’s Name in the Search field.
The Client ile will be displayed you can see the current total Credit Amount, the date when the credit was issued, a description and the individual credit amount.
For future activity bookings, use the credit amount to reduce the total amount payable or to pay for the activity outright.