There are two options when using credit to pay for a client’s activity depending on whether the activity is paid in full or as a part-payment using credit.
To issue client credit click here
Book the client into the activity
Go to Main Menu, then Clients, select Client List
In the Client List enter the Client’s Name in the Search Field
Select the Actions Button above the Client Tile and click on Create Activity Booking
Review the Client and Activity Details in the Booking Request Form pane choose the ticket from Package Selection ie Adult, Concession and the Ticket Price, the Sub-Total, GST and Total will be displayed
Under Client Funds Available the credit amount will be displayed
Tick Redeem credit for booking and in the Redeem Detail enter a description.
In the Payment Method the radio field Not Required will be displayed
Select Invoice using Social Planet
In the Booking Status, select from
Approved, payment has been accepted, then
Select allocate client to all available sessions, use the drop-down list to select session dates.
The Booking Request Page will be appear, review the booking to ensure the client’s contact details, payment method, and session allocation is correct.
Select the Manage Requests Button to be taken to the Requests Page in the client tile under Requested Payments by: Not Required
Issue the invoice based on the redeemed credit
On the Client Tile select Actions click Add Invoice, Payment Type – Not Required select A new invoice select Tick - Include redemption from client funds, message will appear Redeemed client credit $80.00 select Add
Click on the Tax Invoice unissued tags Paid and Unsent in the Client Tile under Payments
Select on the Issue button the invoice will be displayed with the redeemed credit