Issuing credit is a professional way to resolve service disruptions—such as when a trainer becomes unavailable or an activity is canceled—allowing participants to apply their pre-paid funds toward future bookings.  


Option 1: Via Client Funds 


  1. Go to Main Menu, select Payments then go to Client Funds

  2. In the Search field enter the Client Name, go to the Actions button select Add Funds

  3. The Add Funds window will be displayed, enter the Amount, Description, Transaction Date, Transaction Ref and  Booking Request eg link the refund to the activity they've attended and select Add

  4. A refund tile will be displayed, showing the credit balance, the date, amount and description. 

  5. The credit amount will display on the client tile in Clients > Client List 


Option 2: Via Activity Attendance 


  1. Go to Main Menu, select Activities, then select Current  
  2. Enter the Activity Name in Search then Edit 
  3. Select the Attendance Tab, under the Current Sessions Pane, select the session date 

  1. Use Search  or scroll down the Attendance List to find the Client select the Actions button then Issue Credit. 

  2. Issue Credit window will be displayed, change the Credit Amount. It will be set as the total activity ticket price by default, change accordingly. 

  3. 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

  4. Select Issue Credit

  5. The client tile will be updated with an Orange Tag – Credit Issued and a note showing a credit balance eg $10.00 

  6. A Credit Issue label will be displayed on the Client Tile with the credit amount. 

  7. If you want to remove the person from the session. Go to the Client Tile, select the Actions button drop down list and select Remove 

  8. To view this Credit amount go to Main Menu, select Payments click on Client Funds enter the Client’s Name in the Search field. 

  9. The Client Tile 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. 

  10. For future activity bookings, use the credit amount to reduce the total amount payable or to pay for the activity outright. 

  11. See this article to Using credit to pay for an activity