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 a 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
DON’T SELECT REDEEM CREDIT IF IT’S A PART PAYMENT.
Choose a Payment Method ie Bank Transfer Cash Cheque
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.
Select the Manage Requests Button
Redeem the credit when issuing the invoice
Under Requests the Client Tile will appear, go to the Actions Button and select Add Invoice, keep selected Assign items to A new invoice, select Add
Click on the Tax Invoice unissued tags Unpaid and Unsent in the Client Tile under Payments
Select on the Apply Credit button use the credit amount available select Apply
The credit amount will be applied to the invoice select Issue to display the invoice
The Invoice will include the Redeemed client credit amount reducing the balance owing.